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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 | $110,552 | $69,977+58.0% | $108,582+1.8% | $62,881+75.8% |
| Participation rate | 94.1% | 72.9%+21.2pp | 79.6%+14.5pp | 69.3%+24.8pp |
| Annual return | 7.00% | 10.73%-3.7pp | -51.70%+58.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $4,841 | $2,135+126.8% | $3,758+28.8% | $2,281+112.2% |
| Participant deferral / active EE | $4,999 | $3,165+58.0% | $4,311+16.0% | $3,203+56.1% |
| Admin fee / account holder | $1,558 | $5,076-69.3% | $7,645-79.6% | $4,296-63.7% |