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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 | $77,906 | $56,894+36.9% | $84,753-8.1% | $62,881+23.9% |
| Participation rate | 95.2% | 68.5%+26.7pp | 76.6%+18.6pp | 69.3%+25.9pp |
| Annual return | 5.01% | 6.30%-1.3pp | 22.78%-17.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $7,937 | $2,400+230.7% | $3,574+122.0% | $2,281+248.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,305 | $3,581+20.2% | $5,333-19.3% | $4,296+0.2% |