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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 | $89,381 | $56,287+58.8% | $80,977+10.4% | $62,881+42.1% |
| Participation rate | 96.0% | 68.9%+27.1pp | 75.8%+20.2pp | 69.3%+26.7pp |
| Annual return | 8.04% | 22.13%-14.1pp | 17.11%-9.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,668 | $1,943+88.8% | $3,715-1.2% | $2,281+60.8% |
| Participant deferral / active EE | $4,238 | $4,196+1.0% | $5,696-25.6% | $3,203+32.3% |
| Admin fee / account holder | $3,607 | $3,742-3.6% | $5,517-34.6% | $4,296-16.0% |