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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 | $85,981 | $72,607+18.4% | $90,259-4.7% | $87,485-1.7% |
| Participation rate | 97.3% | 64.8%+32.5pp | 70.7%+26.6pp | 68.9%+28.4pp |
| Annual return | 18.61% | 18.59%0pp | 18.88%-0.3pp | 26.06%-7.5pp |
| Employer contribution / active EE | $7,664 | $1,919+299.3% | $2,291+234.5% | $2,596+195.2% |
| Participant deferral / active EE | $6,519 | $3,055+113.4% | $3,827+70.4% | $4,274+52.6% |
| Admin fee / account holder | $2,790 | $5,947-53.1% | $7,267-61.6% | $7,775-64.1% |