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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 | $129,945 | $73,981+75.6% | $105,754+22.9% | $62,881+106.7% |
| Participation rate | 95.7% | 71.7%+24.0pp | 78.9%+16.7pp | 69.3%+26.3pp |
| Annual return | 9.04% | 17.60%-8.6pp | 12.25%-3.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,414 | $4,038+58.8% | $5,326+20.4% | $3,203+100.3% |
| Admin fee / account holder | $9,977 | $5,976+66.9% | $8,309+20.1% | $4,296+132.3% |