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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 | $108,008 | $57,061+89.3% | $85,063+27.0% | $80,911+33.5% |
| Participation rate | 83.1% | 56.3%+26.8pp | 67.5%+15.6pp | 67.6%+15.5pp |
| Annual return | 14.75% | 21.66%-6.9pp | 66.54%-51.8pp | 35.63%-20.9pp |
| Employer contribution / active EE | $3,277 | $1,799+82.2% | $2,727+20.2% | $2,756+18.9% |
| Participant deferral / active EE | $6,864 | $3,110+120.7% | $4,523+51.8% | $4,297+59.7% |
| Admin fee / account holder | $11,989 | $4,986+140.4% | $6,155+94.8% | $6,935+72.9% |