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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 | $71,076 | $39,132+81.6% | $57,196+24.3% | $62,881+13.0% |
| Participation rate | 86.3% | 70.5%+15.8pp | 75.3%+10.9pp | 69.3%+17.0pp |
| Annual return | 6.47% | 9.24%-2.8pp | 14.59%-8.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,616 | $1,874+93.0% | $2,683+34.8% | $2,281+58.5% |
| Participant deferral / active EE | $2,734 | $2,374+15.2% | $3,096-11.7% | $3,203-14.6% |
| Admin fee / account holder | $7,287 | $2,594+180.9% | $3,141+132.0% | $4,296+69.6% |