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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 | $57,057+122.1% | $85,009+49.1% | $80,874+56.7% |
| Participation rate | 96.4% | 56.4%+40.1pp | 67.5%+28.9pp | 67.6%+28.8pp |
| Annual return | 14.71% | 21.66%-7.0pp | 66.47%-51.8pp | 35.62%-20.9pp |
| Employer contribution / active EE | $1,221 | $1,799-32.1% | $2,728-55.2% | $2,756-55.7% |
| Participant deferral / active EE | $6,840 | $3,112+119.8% | $4,522+51.3% | $4,297+59.2% |
| Admin fee / account holder | $8,825 | $4,986+77.0% | $6,153+43.4% | $6,935+27.2% |