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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 | $121,633 | $60,349+101.5% | $74,184+64.0% | $62,881+93.4% |
| Participation rate | 81.8% | 72.7%+9.1pp | 76.6%+5.2pp | 69.3%+12.5pp |
| Annual return | 7.58% | 21.38%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,832 | $1,680+68.5% | $2,370+19.5% | $2,281+24.2% |
| Participant deferral / active EE | $8,096 | $2,856+183.4% | $3,550+128.1% | $3,203+152.8% |
| Admin fee / account holder | $6,611 | $4,261+55.2% | $5,586+18.4% | $4,296+53.9% |