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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 | $111,844 | $60,349+85.3% | $74,184+50.8% | $62,881+77.9% |
| Participation rate | 86.5% | 72.7%+13.8pp | 76.6%+9.9pp | 69.3%+17.2pp |
| Annual return | 10.67% | 21.38%-10.7pp | 17.74%-7.1pp | 20.14%-9.5pp |
| Employer contribution / active EE | $3,678 | $1,680+118.9% | $2,370+55.2% | $2,281+61.3% |
| Participant deferral / active EE | $5,864 | $2,856+105.3% | $3,550+65.2% | $3,203+83.1% |
| Admin fee / account holder | $4,144 | $4,261-2.7% | $5,586-25.8% | $4,296-3.5% |