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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 | $94,237 | $60,349+56.2% | $74,184+27.0% | $62,881+49.9% |
| Participation rate | 71.6% | 72.7%-1.1pp | 76.6%-5.0pp | 69.3%+2.3pp |
| Annual return | 21.44% | 21.38%+0.1pp | 17.74%+3.7pp | 20.14%+1.3pp |
| Employer contribution / active EE | $4,124 | $1,680+145.5% | $2,370+74.0% | $2,281+80.8% |
| Participant deferral / active EE | $6,247 | $2,856+118.7% | $3,550+76.0% | $3,203+95.0% |
| Admin fee / account holder | $2,507 | $4,261-41.2% | $5,586-55.1% | $4,296-41.6% |