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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 | $141,438 | $87,106+62.4% | $105,607+33.9% | $80,935+74.8% |
| Participation rate | 89.1% | 70.4%+18.7pp | 75.3%+13.9pp | 67.7%+21.5pp |
| Annual return | 22.01% | 17.01%+5.0pp | 116.11%-94.1pp | 35.66%-13.7pp |
| Employer contribution / active EE | $2,734 | $2,396+14.1% | $3,167-13.7% | $2,757-0.8% |
| Participant deferral / active EE | $7,001 | $3,986+75.6% | $5,011+39.7% | $4,299+62.8% |
| Admin fee / account holder | $6,691 | $8,447-20.8% | $10,958-38.9% | $6,924-3.4% |