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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 | $86,359 | $56,060+54.0% | $76,002+13.6% | $80,874+6.8% |
| Participation rate | 77.1% | 62.0%+15.1pp | 69.1%+8.1pp | 67.6%+9.5pp |
| Annual return | 13.36% | 20.54%-7.2pp | 360.07%-346.7pp | 35.62%-22.3pp |
| Employer contribution / active EE | $3,405 | $1,873+81.8% | $2,688+26.7% | $2,756+23.6% |
| Participant deferral / active EE | $1,219 | $3,051-60.0% | $4,257-71.4% | $4,297-71.6% |
| Admin fee / account holder | $4,171 | $5,237-20.4% | $6,414-35.0% | $6,935-39.9% |