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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 | $105,835 | $53,774+96.8% | $134,162-21.1% | $79,852+32.5% |
| Participation rate | 70.1% | 58.8%+11.4pp | 72.2%-2.1pp | 69.6%+0.5pp |
| Annual return | 20.13% | 19.01%+1.1pp | 36.35%-16.2pp | 31.72%-11.6pp |
| Employer contribution / active EE | $2,210 | $1,322+67.2% | $3,705-40.3% | $2,471-10.6% |
| Participant deferral / active EE | $4,437 | $2,420+83.4% | $3,500+26.8% | $3,740+18.6% |
| Admin fee / account holder | $970 | $3,985-75.6% | $6,685-85.5% | $5,306-81.7% |