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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 | $95,290 | $57,140+66.8% | $85,240+11.8% | $80,959+17.7% |
| Participation rate | 74.1% | 56.4%+17.7pp | 67.5%+6.6pp | 67.7%+6.5pp |
| Annual return | 14.99% | 21.71%-6.7pp | 66.75%-51.8pp | 35.67%-20.7pp |
| Employer contribution / active EE | $3,858 | $1,802+114.1% | $2,735+41.1% | $2,757+39.9% |
| Participant deferral / active EE | $5,588 | $3,115+79.4% | $4,527+23.4% | $4,300+29.9% |
| Admin fee / account holder | $6,720 | $4,992+34.6% | $6,165+9.0% | $6,925-3.0% |