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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 | $79,281 | $96,731-18.0% | $123,973-36.0% | $86,983-8.9% |
| Participation rate | 95.3% | 70.0%+25.3pp | 76.7%+18.7pp | 69.5%+25.8pp |
| Annual return | 15.70% | 17.33%-1.6pp | 388.13%-372.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $1,163 | $3,297-64.7% | $4,126-71.8% | $2,584-55.0% |
| Participant deferral / active EE | $3,861 | $4,152-7.0% | $5,247-26.4% | $4,194-7.9% |
| Admin fee / account holder | $6,621 | $8,722-24.1% | $11,799-43.9% | $7,856-15.7% |