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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 | $105,529 | $71,230+48.2% | $93,727+12.6% | $80,959+30.3% |
| Participation rate | 87.5% | 60.4%+27.1pp | 68.7%+18.8pp | 67.7%+19.8pp |
| Annual return | 11.37% | 11.26%+0.1pp | 133.83%-122.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $4,534 | $1,565+189.6% | $2,421+87.2% | $2,757+64.4% |
| Participant deferral / active EE | $3,624 | $4,037-10.3% | $4,417-18.0% | $4,300-15.7% |
| Admin fee / account holder | $8,482 | $6,961+21.9% | $8,292+2.3% | $6,925+22.5% |