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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 | $81,276-10.0% | $155,574-53.0% | $80,925-9.6% |
| Participation rate | 96.6% | 66.2%+30.3pp | 78.2%+18.3pp | 67.7%+28.9pp |
| Annual return | 11.94% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $8,929 | $3,103+187.8% | $4,676+91.0% | $2,756+224.0% |
| Participant deferral / active EE | $5,816 | $3,453+68.4% | $5,629+3.3% | $4,299+35.3% |
| Admin fee / account holder | $77,505 | $7,993+869.6% | $15,914+387.0% | $6,940+1016.8% |