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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 | $106,192 | $60,349+76.0% | $74,184+43.1% | $62,881+68.9% |
| Participation rate | 88.7% | 72.7%+16.0pp | 76.6%+12.1pp | 69.3%+19.4pp |
| Annual return | 9.27% | 21.38%-12.1pp | 17.74%-8.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,142 | $1,680-32.0% | $2,370-51.8% | $2,281-49.9% |
| Participant deferral / active EE | $5,586 | $2,856+95.6% | $3,550+57.4% | $3,203+74.4% |
| Admin fee / account holder | $6,377 | $4,261+49.7% | $5,586+14.2% | $4,296+48.5% |