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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 | $74,922 | $59,804+25.3% | $81,982-8.6% | $79,856-6.2% |
| Participation rate | 94.7% | 61.6%+33.1pp | 69.3%+25.5pp | 69.6%+25.1pp |
| Annual return | 11.54% | 17.56%-6.0pp | 41.31%-29.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $6,000 | $1,713+250.1% | $2,498+140.1% | $2,471+142.8% |
| Participant deferral / active EE | $4,875 | $2,695+80.9% | $3,722+31.0% | $3,741+30.3% |
| Admin fee / account holder | $9,180 | $4,288+114.1% | $5,665+62.0% | $5,306+73.0% |