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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 | $136,990 | $45,050+204.1% | $63,018+117.4% | $70,126+95.3% |
| Participation rate | 70.0% | 69.5%+0.5pp | 74.8%-4.8pp | 69.5%+0.5pp |
| Annual return | 15.06% | 18.76%-3.7pp | 87.62%-72.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $3,611 | $2,052+76.0% | $2,761+30.8% | $2,343+54.2% |
| Participant deferral / active EE | $6,115 | $2,466+148.0% | $3,330+83.6% | $3,332+83.5% |
| Admin fee / account holder | $2,607 | $2,834-8.0% | $3,601-27.6% | $4,645-43.9% |