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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 | $76,853 | $49,249+56.0% | $70,476+9.0% | $79,852-3.8% |
| Participation rate | 96.7% | 69.2%+27.5pp | 75.1%+21.6pp | 69.6%+27.0pp |
| Annual return | 11.17% | 30.09%-18.9pp | 109.12%-97.9pp | 31.72%-20.5pp |
| Employer contribution / active EE | $9,816 | $2,100+367.3% | $2,738+258.5% | $2,471+297.2% |
| Participant deferral / active EE | $4,667 | $2,769+68.6% | $3,710+25.8% | $3,740+24.8% |
| Admin fee / account holder | $6,972 | $2,878+142.2% | $3,847+81.2% | $5,306+31.4% |