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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 | $121,370 | $60,349+101.1% | $74,184+63.6% | $62,881+93.0% |
| Participation rate | 90.4% | 72.7%+17.7pp | 76.6%+13.8pp | 69.3%+21.1pp |
| Annual return | 8.93% | 21.38%-12.4pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,244 | $1,680+93.1% | $2,370+36.9% | $2,281+42.2% |
| Participant deferral / active EE | $4,615 | $2,856+61.6% | $3,550+30.0% | $3,203+44.1% |
| Admin fee / account holder | $4,606 | $4,261+8.1% | $5,586-17.5% | $4,296+7.2% |