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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 | $105,004 | $63,082+66.5% | $81,716+28.5% | $79,852+31.5% |
| Participation rate | 94.6% | 67.5%+27.1pp | 72.0%+22.6pp | 69.6%+25.0pp |
| Annual return | 13.74% | 22.66%-8.9pp | 29.49%-15.8pp | 31.72%-18.0pp |
| Employer contribution / active EE | $2,529 | $1,795+40.8% | $4,310-41.3% | $2,471+2.3% |
| Participant deferral / active EE | $5,450 | $2,780+96.0% | $7,108-23.3% | $3,740+45.7% |
| Admin fee / account holder | $7,750 | $4,428+75.0% | $5,159+50.2% | $5,306+46.0% |