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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 | $80,907 | $101,795-20.5% | $165,100-51.0% | $80,959-0.1% |
| Participation rate | 88.2% | 71.8%+16.4pp | 78.6%+9.6pp | 67.7%+20.6pp |
| Annual return | 18.89% | 16.73%+2.2pp | 70.21%-51.3pp | 35.67%-16.8pp |
| Employer contribution / active EE | $4,420 | $2,954+49.7% | $4,348+1.7% | $2,757+60.3% |
| Participant deferral / active EE | $9,414 | $4,476+110.3% | $6,035+56.0% | $4,300+118.9% |
| Admin fee / account holder | $16,507 | $8,221+100.8% | $12,696+30.0% | $6,925+138.4% |