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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 | $111,945 | $71,197+57.2% | $93,669+19.5% | $80,925+38.3% |
| Participation rate | 89.7% | 60.4%+29.3pp | 68.7%+20.9pp | 67.7%+22.0pp |
| Annual return | 20.11% | 11.27%+8.8pp | 133.59%-113.5pp | 35.65%-15.5pp |
| Employer contribution / active EE | $1,820 | $1,565+16.3% | $2,424-24.9% | $2,756-34.0% |
| Participant deferral / active EE | $5,710 | $4,036+41.5% | $4,416+29.3% | $4,299+32.8% |
| Admin fee / account holder | $1,350 | $6,959-80.6% | $8,291-83.7% | $6,940-80.5% |