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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 | $123,939 | $72,471+71.0% | $94,215+31.5% | $86,983+42.5% |
| Participation rate | 87.5% | 63.9%+23.6pp | 70.0%+17.5pp | 69.5%+18.0pp |
| Annual return | 12.07% | 26.44%-14.4pp | 28.22%-16.1pp | 25.83%-13.8pp |
| Employer contribution / active EE | $6,919 | $1,936+257.4% | $2,675+158.6% | $2,584+167.7% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,276-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,728 | $6,468-26.9% | $10,216-53.7% | $7,856-39.8% |