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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 | $70,796 | $53,128+33.3% | $86,582-18.2% | $70,126+1.0% |
| Participation rate | 97.1% | 65.3%+31.8pp | 73.5%+23.5pp | 69.5%+27.5pp |
| Annual return | 14.43% | 27.66%-13.2pp | 965.08%-950.7pp | 73.15%-58.7pp |
| Employer contribution / active EE | $962 | $2,068-53.5% | $2,839-66.1% | $2,343-58.9% |
| Participant deferral / active EE | $7,284 | $2,695+170.3% | $3,609+101.9% | $3,332+118.6% |
| Admin fee / account holder | $7,866 | $3,584+119.5% | $4,904+60.4% | $4,645+69.3% |