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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 | $57,073+122.1% | $85,126+48.9% | $80,925+56.6% |
| Participation rate | 96.4% | 56.4%+40.0pp | 67.5%+28.9pp | 67.7%+28.8pp |
| Annual return | 14.71% | 21.69%-7.0pp | 66.63%-51.9pp | 35.65%-20.9pp |
| Employer contribution / active EE | $1,221 | $1,801-32.2% | $2,731-55.3% | $2,756-55.7% |
| Participant deferral / active EE | $6,840 | $3,113+119.7% | $4,523+51.2% | $4,299+59.1% |
| Admin fee / account holder | $8,825 | $4,988+76.9% | $6,160+43.3% | $6,940+27.2% |