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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 | $74,822 | $110,137-32.1% | $161,149-53.6% | $82,637-9.5% |
| Participation rate | 90.5% | 72.4%+18.1pp | 78.8%+11.6pp | 68.1%+22.4pp |
| Annual return | 38.96% | 20.69%+18.3pp | 21.16%+17.8pp | 53.51%-14.5pp |
| Employer contribution / active EE | $3,231 | $2,856+13.1% | $4,360-25.9% | $2,552+26.6% |
| Participant deferral / active EE | $6,692 | $4,575+46.3% | $6,153+8.8% | $4,126+62.2% |
| Admin fee / account holder | $18,952 | $9,467+100.2% | $15,194+24.7% | $7,339+158.2% |