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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 | $68,167 | $86,050-20.8% | $189,758-64.1% | $94,015-27.5% |
| Participation rate | 88.4% | 68.9%+19.5pp | 79.8%+8.6pp | 70.8%+17.6pp |
| Annual return | 17.67% | 17.77%-0.1pp | 52.62%-35.0pp | 17.84%-0.2pp |
| Employer contribution / active EE | $7,355 | $2,819+160.9% | $4,767+54.3% | $2,790+163.6% |
| Participant deferral / active EE | $4,700 | $3,349+40.3% | $5,856-19.7% | $4,249+10.6% |
| Admin fee / account holder | $2,582 | $6,627-61.0% | $20,388-87.3% | $8,951-71.2% |