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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 | $104,684 | $72,027+45.3% | $185,835-43.7% | $79,852+31.1% |
| Participation rate | 92.2% | 65.8%+26.5pp | 78.0%+14.2pp | 69.6%+22.6pp |
| Annual return | 13.20% | 23.13%-9.9pp | 35.96%-22.8pp | 31.72%-18.5pp |
| Employer contribution / active EE | $2,294 | $1,965+16.7% | $4,087-43.9% | $2,471-7.2% |
| Participant deferral / active EE | $5,824 | $3,780+54.1% | $5,633+3.4% | $3,740+55.7% |
| Admin fee / account holder | $5,297 | $4,513+17.4% | $9,502-44.3% | $5,306-0.2% |