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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 | $72,881 | $86,949-16.2% | $102,460-28.9% | $80,959-10.0% |
| Participation rate | 96.5% | 72.4%+24.1pp | 76.5%+20.0pp | 67.7%+28.8pp |
| Annual return | 23.64% | 18.89%+4.7pp | 29.47%-5.8pp | 35.67%-12.0pp |
| Employer contribution / active EE | $3,509 | $2,370+48.1% | $3,025+16.0% | $2,757+27.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $13,460 | $8,048+67.3% | $9,460+42.3% | $6,925+94.4% |