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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 | $83,327 | $39,132+112.9% | $57,196+45.7% | $62,881+32.5% |
| Participation rate | 90.6% | 70.5%+20.1pp | 75.3%+15.3pp | 69.3%+21.3pp |
| Annual return | 44.67% | 9.24%+35.4pp | 14.59%+30.1pp | 20.14%+24.5pp |
| Employer contribution / active EE | $2,231 | $1,874+19.1% | $2,683-16.8% | $2,281-2.2% |
| Participant deferral / active EE | $4,619 | $2,374+94.5% | $3,096+49.2% | $3,203+44.2% |
| Admin fee / account holder | $7,410 | $2,594+185.6% | $3,141+135.9% | $4,296+72.5% |