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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 | $105,746 | $58,523+80.7% | $99,479+6.3% | $72,976+44.9% |
| Participation rate | 77.8% | 64.6%+13.1pp | 73.8%+3.9pp | 69.5%+8.3pp |
| Annual return | 27.49% | 28.51%-1.0pp | 30.72%-3.2pp | 81.02%-53.5pp |
| Employer contribution / active EE | $2,750 | $1,512+81.9% | $2,540+8.3% | $2,440+12.7% |
| Participant deferral / active EE | $6,746 | $2,606+158.9% | $3,619+86.4% | $3,608+87.0% |
| Admin fee / account holder | $356 | $4,102-91.3% | $6,253-94.3% | $5,124-93.0% |