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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 | $97,554 | $72,269+35.0% | $101,271-3.7% | $79,852+22.2% |
| Participation rate | 82.9% | 68.5%+14.5pp | 75.8%+7.1pp | 69.6%+13.3pp |
| Annual return | 14.97% | 22.29%-7.3pp | 46.48%-31.5pp | 31.72%-16.8pp |
| Employer contribution / active EE | $7,925 | $2,692+194.4% | $3,660+116.5% | $2,471+220.7% |
| Participant deferral / active EE | $4,385 | $3,282+33.6% | $4,371+0.3% | $3,740+17.2% |
| Admin fee / account holder | $8,273 | $4,401+88.0% | $5,948+39.1% | $5,306+55.9% |