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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 | $119,965 | $81,504+47.2% | $102,437+17.1% | $80,959+48.2% |
| Participation rate | 98.0% | 66.9%+31.1pp | 74.5%+23.5pp | 67.7%+30.3pp |
| Annual return | 12.39% | 25.60%-13.2pp | 24.95%-12.6pp | 35.67%-23.3pp |
| Employer contribution / active EE | $6,759 | $3,104+117.8% | $3,871+74.6% | $2,757+145.2% |
| Participant deferral / active EE | $5,553 | $3,871+43.5% | $5,060+9.7% | $4,300+29.1% |
| Admin fee / account holder | $2,638 | $6,719-60.7% | $8,388-68.5% | $6,925-61.9% |