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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 | $59,537 | $87,225-31.7% | $158,226-62.4% | $94,015-36.7% |
| Participation rate | 96.0% | 67.9%+28.1pp | 74.8%+21.2pp | 70.8%+25.2pp |
| Annual return | 18.21% | 16.34%+1.9pp | 501.41%-483.2pp | 17.84%+0.4pp |
| Employer contribution / active EE | $5,998 | $2,217+170.6% | $2,986+100.9% | $2,790+115.0% |
| Participant deferral / active EE | $15,967 | $3,405+368.9% | $4,317+269.9% | $4,249+275.7% |
| Admin fee / account holder | $10,804 | $7,888+37.0% | $10,217+5.7% | $8,951+20.7% |