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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 | $66,597 | $45,041+47.9% | $63,003+5.7% | $70,131-5.0% |
| Participation rate | 96.0% | 69.5%+26.5pp | 74.8%+21.2pp | 69.5%+26.5pp |
| Annual return | 13.26% | 18.76%-5.5pp | 87.59%-74.3pp | 73.14%-59.9pp |
| Employer contribution / active EE | $3,032 | $2,052+47.7% | $2,760+9.8% | $2,342+29.4% |
| Participant deferral / active EE | $4,339 | $2,465+76.0% | $3,329+30.3% | $3,332+30.2% |
| Admin fee / account holder | $13,623 | $2,836+380.4% | $3,600+278.4% | $4,645+193.2% |