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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 | $88,609 | $80,705+9.8% | $115,768-23.5% | $67,986+30.3% |
| Participation rate | 99.0% | 63.0%+36.0pp | 74.4%+24.6pp | 57.2%+41.8pp |
| Annual return | 14.47% | 18.49%-4.0pp | 100.46%-86.0pp | 31.67%-17.2pp |
| Employer contribution / active EE | $3,138 | $2,046+53.4% | $2,940+6.8% | $2,019+55.5% |
| Participant deferral / active EE | $7,689 | $3,559+116.0% | $4,917+56.4% | $3,358+129.0% |
| Admin fee / account holder | $14,095 | $4,135+240.9% | $12,439+13.3% | $3,203+340.0% |