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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 | $122,374 | $57,073+114.4% | $85,126+43.8% | $80,925+51.2% |
| Participation rate | 97.1% | 56.4%+40.7pp | 67.5%+29.6pp | 67.7%+29.5pp |
| Annual return | 23.37% | 21.69%+1.7pp | 66.63%-43.3pp | 35.65%-12.3pp |
| Employer contribution / active EE | $7,918 | $1,801+339.7% | $2,731+189.9% | $2,756+187.3% |
| Participant deferral / active EE | $12,835 | $3,113+312.3% | $4,523+183.8% | $4,299+198.6% |
| Admin fee / account holder | $1,382 | $4,988-72.3% | $6,160-77.6% | $6,940-80.1% |