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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 | $106,723 | $71,197+49.9% | $93,669+13.9% | $80,925+31.9% |
| Participation rate | 78.5% | 60.4%+18.1pp | 68.7%+9.7pp | 67.7%+10.8pp |
| Annual return | 19.54% | 11.27%+8.3pp | 133.59%-114.1pp | 35.65%-16.1pp |
| Employer contribution / active EE | $1,917 | $1,565+22.5% | $2,424-20.9% | $2,756-30.4% |
| Participant deferral / active EE | $4,168 | $4,036+3.3% | $4,416-5.6% | $4,299-3.0% |
| Admin fee / account holder | $10,629 | $6,959+52.7% | $8,291+28.2% | $6,940+53.2% |