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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 | $104,833 | $48,078+118.0% | $78,676+33.2% | $62,881+66.7% |
| Participation rate | 93.1% | 65.2%+27.9pp | 73.6%+19.5pp | 69.3%+23.8pp |
| Annual return | 11.43% | 31.36%-19.9pp | 62.19%-50.8pp | 20.14%-8.7pp |
| Employer contribution / active EE | $6,110 | $2,015+203.3% | $2,850+114.4% | $2,281+167.9% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,319 | $3,206+3.5% | $4,510-26.4% | $4,296-22.7% |