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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 | $86,314 | $116,462-25.9% | $85,826+0.6% | $116,462-25.9% |
| Participation rate | 97.3% | 74.7%+22.6pp | 72.9%+24.4pp | 74.7%+22.6pp |
| Annual return | 19.44% | 15.65%+3.8pp | -10.29%+29.7pp | 15.65%+3.8pp |
| Employer contribution / active EE | $6,010 | $3,231+86.0% | $6,831-12.0% | $3,231+86.0% |
| Participant deferral / active EE | $7,888 | $3,836+105.6% | $3,752+110.2% | $3,836+105.6% |
| Admin fee / account holder | $10,719 | $12,754-16.0% | $4,820+122.4% | $12,754-16.0% |