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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 | $106,616 | $72,492+47.1% | $87,104+22.4% | $72,975+46.1% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 19.46% | 24.46%-5.0pp | 28.19%-8.7pp | 81.01%-61.6pp |
| Employer contribution / active EE | $3,126 | $1,894+65.1% | $2,521+24.0% | $2,440+28.1% |
| Participant deferral / active EE | $9,411 | $3,270+187.8% | $4,048+132.5% | $3,608+160.8% |
| Admin fee / account holder | $13,839 | $5,055+173.8% | $7,491+84.7% | $5,124+170.1% |