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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 | $75,117 | $45,041+66.8% | $63,003+19.2% | $70,131+7.1% |
| Participation rate | 87.2% | 69.5%+17.7pp | 74.8%+12.4pp | 69.5%+17.7pp |
| Annual return | 16.89% | 18.76%-1.9pp | 87.59%-70.7pp | 73.14%-56.3pp |
| Employer contribution / active EE | $3,110 | $2,052+51.6% | $2,760+12.7% | $2,342+32.8% |
| Participant deferral / active EE | $7,388 | $2,465+199.7% | $3,329+121.9% | $3,332+121.7% |
| Admin fee / account holder | $7,477 | $2,836+163.7% | $3,600+107.7% | $4,645+61.0% |