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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 | $110,265 | $57,590+91.5% | $86,233+27.9% | $82,448+33.7% |
| Participation rate | 92.9% | 57.9%+35.0pp | 69.0%+23.8pp | 68.1%+24.8pp |
| Annual return | 15.69% | 22.41%-6.7pp | 61.39%-45.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,631 | $1,655+58.9% | $2,504+5.1% | $2,551+3.1% |
| Participant deferral / active EE | $5,424 | $3,080+76.1% | $4,559+19.0% | $4,139+31.0% |
| Admin fee / account holder | $1,914 | $4,730-59.5% | $8,342-77.1% | $7,234-73.5% |