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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 | $123,225 | $76,551+61.0% | $123,894-0.5% | $62,881+96.0% |
| Participation rate | 91.5% | 73.0%+18.5pp | 81.4%+10.1pp | 69.3%+22.2pp |
| Annual return | 6.13% | 18.68%-12.5pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $9,452 | $2,882+227.9% | $4,617+104.7% | $2,281+314.4% |
| Participant deferral / active EE | $7,190 | $4,840+48.6% | $5,984+20.1% | $3,203+124.5% |
| Admin fee / account holder | $3,867 | $4,826-19.9% | $8,357-53.7% | $4,296-10.0% |