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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 | $80,669 | $48,078+67.8% | $78,676+2.5% | $62,881+28.3% |
| Participation rate | 91.1% | 65.2%+25.9pp | 73.6%+17.5pp | 69.3%+21.8pp |
| Annual return | 5.19% | 31.36%-26.2pp | 62.19%-57.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $3,192 | $2,015+58.4% | $2,850+12.0% | $2,281+39.9% |
| Participant deferral / active EE | $6,614 | $2,587+155.7% | $3,517+88.1% | $3,203+106.5% |
| Admin fee / account holder | $12,040 | $3,206+275.5% | $4,510+167.0% | $4,296+180.3% |