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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 | $93,312 | $97,648-4.4% | $121,663-23.3% | $87,485+6.7% |
| Participation rate | 97.6% | 70.5%+27.1pp | 74.5%+23.1pp | 68.9%+28.7pp |
| Annual return | 12.50% | 18.03%-5.5pp | 147.54%-135.0pp | 26.06%-13.6pp |
| Employer contribution / active EE | $3,238 | $2,300+40.7% | $3,020+7.2% | $2,596+24.7% |
| Participant deferral / active EE | $7,683 | $3,923+95.8% | $4,887+57.2% | $4,274+79.8% |
| Admin fee / account holder | $28,913 | $11,100+160.5% | $14,289+102.3% | $7,775+271.9% |