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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 | $118,161 | $69,977+68.9% | $108,582+8.8% | $62,881+87.9% |
| Participation rate | 88.0% | 72.9%+15.1pp | 79.6%+8.4pp | 69.3%+18.7pp |
| Annual return | 10.04% | 10.73%-0.7pp | -51.70%+61.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $4,989 | $2,135+133.7% | $3,758+32.7% | $2,281+118.7% |
| Participant deferral / active EE | $7,658 | $3,165+142.0% | $4,311+77.6% | $3,203+139.1% |
| Admin fee / account holder | $2,171 | $5,076-57.2% | $7,645-71.6% | $4,296-49.5% |