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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 | $48,603 | $104,098-53.3% | $140,514-65.4% | $94,015-48.3% |
| Participation rate | 94.1% | 73.7%+20.4pp | 77.8%+16.3pp | 70.8%+23.3pp |
| Annual return | 27.39% | 15.14%+12.2pp | 14.36%+13.0pp | 17.84%+9.5pp |
| Employer contribution / active EE | $4,416 | $2,388+84.9% | $3,378+30.7% | $2,790+58.3% |
| Participant deferral / active EE | $10,931 | $4,033+171.0% | $4,919+122.2% | $4,249+157.2% |
| Admin fee / account holder | $6,225 | $10,439-40.4% | $13,697-54.6% | $8,951-30.5% |