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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 | $84,891 | $45,041+88.5% | $63,003+34.7% | $70,131+21.0% |
| Participation rate | 94.4% | 69.5%+24.9pp | 74.8%+19.6pp | 69.5%+24.9pp |
| Annual return | 14.03% | 18.76%-4.7pp | 87.59%-73.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $3,658 | $2,052+78.2% | $2,760+32.5% | $2,342+56.1% |
| Participant deferral / active EE | $5,650 | $2,465+129.2% | $3,329+69.7% | $3,332+69.6% |
| Admin fee / account holder | $6,277 | $2,836+121.4% | $3,600+74.3% | $4,645+35.1% |