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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 | $129,208 | $86,940+48.6% | $102,434+26.1% | $80,935+59.6% |
| Participation rate | 84.4% | 72.4%+12.0pp | 76.5%+7.9pp | 67.7%+16.8pp |
| Annual return | 18.91% | 18.89%0pp | 29.46%-10.5pp | 35.66%-16.7pp |
| Employer contribution / active EE | $5,398 | $2,370+127.8% | $3,023+78.5% | $2,757+95.8% |
| Participant deferral / active EE | $10,613 | $4,121+157.5% | $5,055+109.9% | $4,299+146.8% |
| Admin fee / account holder | $1,807 | $8,047-77.5% | $9,462-80.9% | $6,924-73.9% |