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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 | $81,476+47.2% | $102,383+17.2% | $80,925+48.2% |
| Participation rate | 98.0% | 66.8%+31.1pp | 74.5%+23.4pp | 67.7%+30.3pp |
| Annual return | 12.39% | 25.59%-13.2pp | 24.94%-12.5pp | 35.65%-23.3pp |
| Employer contribution / active EE | $6,759 | $3,105+117.7% | $3,870+74.6% | $2,756+145.2% |
| Participant deferral / active EE | $5,553 | $3,871+43.5% | $5,060+9.8% | $4,299+29.2% |
| Admin fee / account holder | $2,638 | $6,717-60.7% | $8,391-68.6% | $6,940-62.0% |