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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 | $126,743 | $57,140+121.8% | $85,240+48.7% | $80,959+56.6% |
| Participation rate | 96.4% | 56.4%+40.0pp | 67.5%+28.9pp | 67.7%+28.8pp |
| Annual return | 14.71% | 21.71%-7.0pp | 66.75%-52.0pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,221 | $1,802-32.2% | $2,735-55.4% | $2,757-55.7% |
| Participant deferral / active EE | $6,840 | $3,115+119.6% | $4,527+51.1% | $4,300+59.0% |
| Admin fee / account holder | $8,825 | $4,992+76.8% | $6,165+43.1% | $6,925+27.4% |