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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 | $73,164 | $81,358-10.1% | $155,556-53.0% | $80,959-9.6% |
| Participation rate | 96.6% | 66.3%+30.3pp | 78.2%+18.3pp | 67.7%+28.9pp |
| Annual return | 11.94% | 33.39%-21.4pp | 64.84%-52.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $8,929 | $3,106+187.4% | $4,675+91.0% | $2,757+223.9% |
| Participant deferral / active EE | $5,816 | $3,455+68.3% | $5,631+3.3% | $4,300+35.2% |
| Admin fee / account holder | $77,505 | $7,994+869.6% | $15,885+387.9% | $6,925+1019.2% |