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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 | $123,793 | $71,215+73.8% | $93,696+32.1% | $80,935+53.0% |
| Participation rate | 94.6% | 60.4%+34.2pp | 68.7%+25.9pp | 67.7%+26.9pp |
| Annual return | 15.51% | 11.27%+4.2pp | 133.74%-118.2pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,579 | $1,565+0.9% | $2,422-34.8% | $2,757-42.7% |
| Participant deferral / active EE | $5,916 | $4,037+46.6% | $4,417+33.9% | $4,299+37.6% |
| Admin fee / account holder | $8,645 | $6,958+24.3% | $8,287+4.3% | $6,924+24.9% |