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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 | $119,275 | $39,132+204.8% | $57,196+108.5% | $62,881+89.7% |
| Participation rate | 93.6% | 70.5%+23.1pp | 75.3%+18.3pp | 69.3%+24.3pp |
| Annual return | 8.77% | 9.24%-0.5pp | 14.59%-5.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $13,054 | $1,874+596.7% | $2,683+386.6% | $2,281+472.3% |
| Participant deferral / active EE | $3,219 | $2,374+35.6% | $3,096+4.0% | $3,203+0.5% |
| Admin fee / account holder | $8,212 | $2,594+216.6% | $3,141+161.5% | $4,296+91.2% |