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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 | $116,933 | $84,712+38.0% | $220,144-46.9% | $84,712+38.0% |
| Participation rate | 92.2% | 58.1%+34.1pp | 84.8%+7.3pp | 58.1%+34.1pp |
| Annual return | 16.26% | 15.22%+1.0pp | -0.63%+16.9pp | 15.22%+1.0pp |
| Employer contribution / active EE | $2,363 | $2,451-3.6% | $6,623-64.3% | $2,451-3.6% |
| Participant deferral / active EE | $6,681 | $3,010+121.9% | $4,718+41.6% | $3,010+121.9% |
| Admin fee / account holder | $27,858 | $7,361+278.4% | $15,617+78.4% | $7,361+278.4% |