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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 | $60,976 | $102,245-40.4% | $89,340-31.7% | $137,256-55.6% |
| Participation rate | 90.0% | 74.9%+15.1pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 22.35% | 21.89%+0.5pp | 20.57%+1.8pp | 220.34%-198.0pp |
| Employer contribution / active EE | $5,256 | $2,529+107.8% | $2,231+135.6% | $4,156+26.5% |
| Participant deferral / active EE | $9,028 | $4,436+103.5% | $3,823+136.2% | $6,407+40.9% |
| Admin fee / account holder | $4,175 | $8,085-48.4% | $6,704-37.7% | $12,270-66.0% |