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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 | $45,050+47.8% | $63,018+5.7% | $70,126-5.0% |
| Participation rate | 96.0% | 69.5%+26.5pp | 74.8%+21.2pp | 69.5%+26.5pp |
| Annual return | 13.26% | 18.76%-5.5pp | 87.62%-74.4pp | 73.15%-59.9pp |
| Employer contribution / active EE | $3,032 | $2,052+47.8% | $2,761+9.8% | $2,343+29.4% |
| Participant deferral / active EE | $4,339 | $2,466+76.0% | $3,330+30.3% | $3,332+30.2% |
| Admin fee / account holder | $13,623 | $2,834+380.7% | $3,601+278.3% | $4,645+193.2% |