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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 | $112,342 | $72,471+55.0% | $94,215+19.2% | $86,983+29.2% |
| Participation rate | 76.9% | 63.9%+13.1pp | 70.0%+7.0pp | 69.5%+7.4pp |
| Annual return | 12.10% | 26.44%-14.3pp | 28.22%-16.1pp | 25.83%-13.7pp |
| Employer contribution / active EE | $7,220 | $1,936+273.0% | $2,675+169.9% | $2,584+179.4% |
| Participant deferral / active EE | $1,746 | $3,397-48.6% | $4,276-59.2% | $4,194-58.4% |
| Admin fee / account holder | $12,797 | $6,468+97.9% | $10,216+25.3% | $7,856+62.9% |