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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,491 | $72,027+27.0% | $185,835-50.8% | $79,852+14.6% |
| Participation rate | 96.3% | 65.8%+30.5pp | 78.0%+18.3pp | 69.6%+26.7pp |
| Annual return | 21.13% | 23.13%-2.0pp | 35.96%-14.8pp | 31.72%-10.6pp |
| Employer contribution / active EE | $3,220 | $1,965+63.8% | $4,087-21.2% | $2,471+30.3% |
| Participant deferral / active EE | $9,135 | $3,780+141.7% | $5,633+62.2% | $3,740+144.2% |
| Admin fee / account holder | $3,710 | $4,513-17.8% | $9,502-61.0% | $5,306-30.1% |