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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 | $125,212 | $71,057+76.2% | $93,654+33.7% | $80,874+54.8% |
| Participation rate | 88.2% | 60.4%+27.8pp | 68.7%+19.5pp | 67.6%+20.6pp |
| Annual return | 11.28% | 11.26%0pp | 133.34%-122.1pp | 35.62%-24.3pp |
| Employer contribution / active EE | $926 | $1,564-40.8% | $2,421-61.8% | $2,756-66.4% |
| Participant deferral / active EE | $4,027 | $4,034-0.2% | $4,413-8.7% | $4,297-6.3% |
| Admin fee / account holder | $7,345 | $6,944+5.8% | $8,282-11.3% | $6,935+5.9% |