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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 | $113,309 | $54,541+107.7% | $78,778+43.8% | $70,124+61.6% |
| Participation rate | 93.1% | 60.8%+32.3pp | 69.2%+23.9pp | 69.5%+23.6pp |
| Annual return | 13.75% | 21.07%-7.3pp | 35.62%-21.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,845 | $1,089+253.2% | $1,986+93.6% | $2,342+64.1% |
| Participant deferral / active EE | $3,471 | $2,210+57.0% | $2,958+17.3% | $3,332+4.2% |
| Admin fee / account holder | $7,007 | $3,709+89.0% | $5,134+36.5% | $4,645+50.8% |