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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 | $91,473 | $56,894+60.8% | $84,753+7.9% | $62,881+45.5% |
| Participation rate | 88.9% | 68.5%+20.4pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 30.15% | 6.30%+23.9pp | 22.78%+7.4pp | 20.14%+10.0pp |
| Employer contribution / active EE | $7,119 | $2,400+196.7% | $3,574+99.2% | $2,281+212.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,626 | $3,581-26.7% | $5,333-50.8% | $4,296-38.9% |