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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 | $71,017 | $72,273-1.7% | $101,275-29.9% | $79,856-11.1% |
| Participation rate | 98.8% | 68.5%+30.3pp | 75.8%+22.9pp | 69.6%+29.1pp |
| Annual return | 15.33% | 22.30%-7.0pp | 46.48%-31.1pp | 31.71%-16.4pp |
| Employer contribution / active EE | $7,207 | $2,691+167.8% | $3,660+96.9% | $2,471+191.6% |
| Participant deferral / active EE | $4,303 | $3,282+31.1% | $4,371-1.5% | $3,741+15.0% |
| Admin fee / account holder | $5,949 | $4,401+35.2% | $5,9480% | $5,306+12.1% |