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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 | $111,498 | $76,551+45.7% | $123,894-10.0% | $62,881+77.3% |
| Participation rate | 81.6% | 73.0%+8.7pp | 81.4%+0.2pp | 69.3%+12.3pp |
| Annual return | 7.20% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,995 | $2,882+38.6% | $4,617-13.5% | $2,281+75.1% |
| Participant deferral / active EE | $7,847 | $4,840+62.1% | $5,984+31.1% | $3,203+145.0% |
| Admin fee / account holder | $35,277 | $4,826+631.0% | $8,357+322.1% | $4,296+721.2% |