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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 | $74,400 | $49,249+51.1% | $70,476+5.6% | $79,852-6.8% |
| Participation rate | 96.9% | 69.2%+27.7pp | 75.1%+21.8pp | 69.6%+27.2pp |
| Annual return | 16.57% | 30.09%-13.5pp | 109.12%-92.5pp | 31.72%-15.1pp |
| Employer contribution / active EE | $7,413 | $2,100+252.9% | $2,738+170.7% | $2,471+200.0% |
| Participant deferral / active EE | $6,002 | $2,769+116.8% | $3,710+61.8% | $3,740+60.5% |
| Admin fee / account holder | $10,584 | $2,878+267.8% | $3,847+175.1% | $5,306+99.5% |