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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 | $71,127 | $53,774+32.3% | $134,162-47.0% | $79,856-10.9% |
| Participation rate | 89.7% | 58.8%+31.0pp | 72.2%+17.6pp | 69.6%+20.1pp |
| Annual return | 18.26% | 19.01%-0.7pp | 36.35%-18.1pp | 31.71%-13.5pp |
| Employer contribution / active EE | $7,899 | $1,322+497.7% | $3,705+113.2% | $2,471+219.6% |
| Participant deferral / active EE | $6,415 | $2,420+165.1% | $3,500+83.3% | $3,741+71.5% |
| Admin fee / account holder | $10,704 | $3,985+168.6% | $6,685+60.1% | $5,306+101.7% |