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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 | $117,502 | $57,057+105.9% | $85,009+38.2% | $80,874+45.3% |
| Participation rate | 96.4% | 56.4%+40.1pp | 67.5%+28.9pp | 67.6%+28.8pp |
| Annual return | 17.91% | 21.66%-3.7pp | 66.47%-48.6pp | 35.62%-17.7pp |
| Employer contribution / active EE | $8,206 | $1,799+356.2% | $2,728+200.8% | $2,756+197.8% |
| Participant deferral / active EE | $10,218 | $3,112+228.4% | $4,522+126.0% | $4,297+137.8% |
| Admin fee / account holder | $12,034 | $4,986+141.4% | $6,153+95.6% | $6,935+73.5% |