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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 | $107,886 | $60,349+78.8% | $74,184+45.4% | $62,881+71.6% |
| Participation rate | 96.8% | 72.7%+24.0pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | 10.38% | 21.38%-11.0pp | 17.74%-7.4pp | 20.14%-9.8pp |
| Employer contribution / active EE | $6,279 | $1,680+273.7% | $2,370+164.9% | $2,281+175.3% |
| Participant deferral / active EE | $2,180 | $2,856-23.7% | $3,550-38.6% | $3,203-31.9% |
| Admin fee / account holder | $3,691 | $4,261-13.4% | $5,586-33.9% | $4,296-14.1% |