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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 | $123,252 | $77,472+59.1% | $100,415+22.7% | $80,959+52.2% |
| Participation rate | 97.4% | 76.9%+20.5pp | 81.5%+15.9pp | 67.7%+29.8pp |
| Annual return | 13.77% | 37.26%-23.5pp | 49.47%-35.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,321 | $6,818+66.1% | $8,091+39.9% | $4,300+163.3% |
| Admin fee / account holder | $7,399 | $5,885+25.7% | $7,906-6.4% | $6,925+6.8% |