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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 | $112,377 | $70,486+59.4% | $100,528+11.8% | $79,852+40.7% |
| Participation rate | 89.7% | 73.6%+16.0pp | 79.4%+10.2pp | 69.6%+20.0pp |
| Annual return | 21.91% | 21.90%0pp | 30.90%-9.0pp | 31.72%-9.8pp |
| Employer contribution / active EE | $4,791 | $2,165+121.3% | $3,419+40.1% | $2,471+93.9% |
| Participant deferral / active EE | $6,508 | $5,182+25.6% | $6,271+3.8% | $3,740+74.0% |
| Admin fee / account holder | $1,695 | $4,480-62.2% | $8,084-79.0% | $5,306-68.1% |