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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 | $110,520 | $96,956+14.0% | $69,779+58.4% | $273,972-59.7% |
| Participation rate | 94.1% | 77.1%+17.1pp | 71.8%+22.3pp | 83.0%+11.1pp |
| Annual return | 7.69% | 12.93%-5.2pp | 12.99%-5.3pp | 41.46%-33.8pp |
| Employer contribution / active EE | $10,677 | $3,316+222.0% | $2,338+356.6% | $4,869+119.3% |
| Participant deferral / active EE | $4,858 | $3,744+29.8% | $2,931+65.8% | $5,287-8.1% |
| Admin fee / account holder | $8,358 | $7,934+5.3% | $4,381+90.8% | $10,133-17.5% |