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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 | $64,662 | $115,931-44.2% | $185,441-65.1% | $86,983-25.7% |
| Participation rate | 90.6% | 73.6%+17.0pp | 80.3%+10.4pp | 69.5%+21.1pp |
| Annual return | 20.13% | 21.47%-1.3pp | 20.16%0pp | 25.83%-5.7pp |
| Employer contribution / active EE | $8,886 | $2,937+202.6% | $4,672+90.2% | $2,584+243.8% |
| Participant deferral / active EE | $14,890 | $4,551+227.2% | $6,152+142.0% | $4,194+255.0% |
| Admin fee / account holder | $8,771 | $10,687-17.9% | $17,890-51.0% | $7,856+11.6% |