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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 | $101,344 | $116,462-13.0% | $455,481-77.8% | $116,462-13.0% |
| Participation rate | 92.5% | 74.7%+17.8pp | 71.0%+21.5pp | 74.7%+17.8pp |
| Annual return | 21.51% | 15.65%+5.9pp | -2.82%+24.3pp | 15.65%+5.9pp |
| Employer contribution / active EE | $6,713 | $3,231+107.7% | $5,016+33.8% | $3,231+107.7% |
| Participant deferral / active EE | $4,615 | $3,836+20.3% | $3,583+28.8% | $3,836+20.3% |
| Admin fee / account holder | $3,381 | $12,754-73.5% | $17,461-80.6% | $12,754-73.5% |