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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 | $67,692 | $50,554+33.9% | $67,6810% | $87,485-22.6% |
| Participation rate | 98.2% | 67.7%+30.5pp | 73.7%+24.5pp | 68.9%+29.3pp |
| Annual return | 17.85% | 17.81%0pp | 590.58%-572.7pp | 26.06%-8.2pp |
| Employer contribution / active EE | $3,139 | $1,988+57.9% | $2,678+17.2% | $2,596+20.9% |
| Participant deferral / active EE | $4,750 | $2,961+60.4% | $3,976+19.5% | $4,274+11.2% |
| Admin fee / account holder | $5,578 | $4,132+35.0% | $6,100-8.6% | $7,775-28.3% |