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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 | $74,521 | $81,504-8.6% | $102,437-27.3% | $80,959-8.0% |
| Participation rate | 91.7% | 66.9%+24.8pp | 74.5%+17.2pp | 67.7%+24.0pp |
| Annual return | 18.14% | 25.60%-7.5pp | 24.95%-6.8pp | 35.67%-17.5pp |
| Employer contribution / active EE | $4,630 | $3,104+49.2% | $3,871+19.6% | $2,757+67.9% |
| Participant deferral / active EE | $12,617 | $3,871+226.0% | $5,060+149.3% | $4,300+193.4% |
| Admin fee / account holder | $8,374 | $6,719+24.6% | $8,388-0.2% | $6,925+20.9% |