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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 | $65,627 | $80,992-19.0% | $96,534-32.0% | $75,173-12.7% |
| Participation rate | 98.6% | 71.8%+26.8pp | 76.0%+22.6pp | 67.2%+31.4pp |
| Annual return | 16.15% | 27.05%-10.9pp | 25.88%-9.7pp | 160.72%-144.6pp |
| Employer contribution / active EE | $3,736 | $2,283+63.7% | $2,965+26.0% | $2,671+39.9% |
| Participant deferral / active EE | $7,605 | $3,929+93.5% | $4,851+56.8% | $4,126+84.3% |
| Admin fee / account holder | $22,189 | $6,717+230.3% | $8,253+168.8% | $5,651+292.7% |