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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 | $117,471 | $57,057+105.9% | $85,009+38.2% | $80,874+45.3% |
| Participation rate | 91.4% | 56.4%+35.1pp | 67.5%+23.9pp | 67.6%+23.8pp |
| Annual return | 11.97% | 21.66%-9.7pp | 66.47%-54.5pp | 35.62%-23.6pp |
| Employer contribution / active EE | $7,087 | $1,799+294.0% | $2,728+159.7% | $2,756+157.2% |
| Participant deferral / active EE | $4,560 | $3,112+46.5% | $4,522+0.8% | $4,297+6.1% |
| Admin fee / account holder | $2,148 | $4,986-56.9% | $6,153-65.1% | $6,935-69.0% |