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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 | $136,446 | $71,197+91.6% | $93,669+45.7% | $80,925+68.6% |
| Participation rate | 84.8% | 60.4%+24.4pp | 68.7%+16.1pp | 67.7%+17.1pp |
| Annual return | 10.76% | 11.27%-0.5pp | 133.59%-122.8pp | 35.65%-24.9pp |
| Employer contribution / active EE | $3,681 | $1,565+135.3% | $2,424+51.9% | $2,756+33.6% |
| Participant deferral / active EE | $7,751 | $4,036+92.1% | $4,416+75.5% | $4,299+80.3% |
| Admin fee / account holder | $6,739 | $6,959-3.2% | $8,291-18.7% | $6,940-2.9% |