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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 | $107,010 | $76,551+39.8% | $123,894-13.6% | $62,881+70.2% |
| Participation rate | 89.1% | 73.0%+16.1pp | 81.4%+7.7pp | 69.3%+19.8pp |
| Annual return | 7.54% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,935 | $2,882+1.8% | $4,617-36.4% | $2,281+28.7% |
| Participant deferral / active EE | $6,993 | $4,840+44.5% | $5,984+16.9% | $3,203+118.3% |
| Admin fee / account holder | $2,913 | $4,826-39.6% | $8,357-65.1% | $4,296-32.2% |