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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 | $81,428 | $60,349+34.9% | $74,184+9.8% | $62,881+29.5% |
| Participation rate | 97.0% | 72.7%+24.2pp | 76.6%+20.4pp | 69.3%+27.7pp |
| Annual return | 6.94% | 21.38%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,661 | $1,680+117.9% | $2,370+54.4% | $2,281+60.5% |
| Participant deferral / active EE | $2,739 | $2,856-4.1% | $3,550-22.8% | $3,203-14.5% |
| Admin fee / account holder | $19,152 | $4,261+349.5% | $5,586+242.9% | $4,296+345.8% |