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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 | $110,854 | $60,349+83.7% | $74,184+49.4% | $62,881+76.3% |
| Participation rate | 87.3% | 72.7%+14.5pp | 76.6%+10.7pp | 69.3%+18.0pp |
| Annual return | 8.20% | 21.38%-13.2pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $4,700 | $1,680+179.7% | $2,370+98.3% | $2,281+106.0% |
| Participant deferral / active EE | $2,911 | $2,856+1.9% | $3,550-18.0% | $3,203-9.1% |
| Admin fee / account holder | $1,301 | $4,261-69.5% | $5,586-76.7% | $4,296-69.7% |