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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 | $115,783 | $48,078+140.8% | $78,676+47.2% | $62,881+84.1% |
| Participation rate | 90.9% | 65.2%+25.7pp | 73.6%+17.3pp | 69.3%+21.6pp |
| Annual return | 6.98% | 31.36%-24.4pp | 62.19%-55.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,864 | $2,015+91.8% | $2,850+35.6% | $2,281+69.4% |
| Participant deferral / active EE | $7,082 | $2,587+173.7% | $3,517+101.4% | $3,203+121.1% |
| Admin fee / account holder | $4,134 | $3,206+29.0% | $4,510-8.3% | $4,296-3.8% |