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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 | $115,775 | $64,920+78.3% | $103,693+11.7% | $86,983+33.1% |
| Participation rate | 94.7% | 63.6%+31.1pp | 72.6%+22.0pp | 69.5%+25.1pp |
| Annual return | 14.39% | 30.29%-15.9pp | 47.61%-33.2pp | 25.83%-11.4pp |
| Employer contribution / active EE | $3,168 | $2,141+48.0% | $2,920+8.5% | $2,584+22.6% |
| Participant deferral / active EE | $6,718 | $3,241+107.3% | $4,579+46.7% | $4,194+60.2% |
| Admin fee / account holder | $2,243 | $6,191-63.8% | $7,858-71.5% | $7,856-71.4% |