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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 | $112,093 | $84,953+31.9% | $163,379-31.4% | $82,637+35.6% |
| Participation rate | 84.6% | 65.9%+18.7pp | 76.8%+7.8pp | 68.1%+16.6pp |
| Annual return | 19.13% | 23.07%-3.9pp | 63.41%-44.3pp | 53.51%-34.4pp |
| Employer contribution / active EE | $5,645 | $2,183+158.6% | $3,752+50.4% | $2,552+121.2% |
| Participant deferral / active EE | $5,681 | $4,326+31.3% | $6,282-9.6% | $4,126+37.7% |
| Admin fee / account holder | $3,255 | $7,921-58.9% | $9,818-66.8% | $7,339-55.7% |