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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 | $141,566 | $63,773+122.0% | $81,286+74.2% | $80,925+74.9% |
| Participation rate | 98.6% | 63.9%+34.7pp | 69.5%+29.1pp | 67.7%+30.9pp |
| Annual return | 18.08% | 16.37%+1.7pp | 24.80%-6.7pp | 35.65%-17.6pp |
| Employer contribution / active EE | $8,713 | $1,979+340.2% | $2,463+253.8% | $2,756+216.1% |
| Participant deferral / active EE | $7,114 | $3,093+130.0% | $3,883+83.2% | $4,299+65.5% |
| Admin fee / account holder | $2,939 | $5,682-48.3% | $5,764-49.0% | $6,940-57.7% |