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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 | $78,962 | $56,894+38.8% | $84,753-6.8% | $62,881+25.6% |
| Participation rate | 98.6% | 68.5%+30.1pp | 76.6%+22.0pp | 69.3%+29.3pp |
| Annual return | 9.90% | 6.30%+3.6pp | 22.78%-12.9pp | 20.14%-10.2pp |
| Employer contribution / active EE | $5,324 | $2,400+121.9% | $3,574+48.9% | $2,281+133.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,198 | $3,581-10.7% | $5,333-40.0% | $4,296-25.6% |