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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 | $79,664 | $86,949-8.4% | $102,460-22.2% | $80,959-1.6% |
| Participation rate | 97.5% | 72.4%+25.1pp | 76.5%+21.0pp | 67.7%+29.8pp |
| Annual return | 12.09% | 18.89%-6.8pp | 29.47%-17.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $5,647 | $2,370+138.3% | $3,025+86.7% | $2,757+104.8% |
| Participant deferral / active EE | $7,055 | $4,121+71.2% | $5,056+39.5% | $4,300+64.1% |
| Admin fee / account holder | $1,753 | $8,048-78.2% | $9,460-81.5% | $6,925-74.7% |