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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 | $70,156 | $70,684-0.7% | $169,390-58.6% | $75,173-6.7% |
| Participation rate | 86.8% | 64.8%+22.0pp | 77.2%+9.6pp | 67.2%+19.6pp |
| Annual return | 17.24% | 36.38%-19.1pp | 406.07%-388.8pp | 160.72%-143.5pp |
| Employer contribution / active EE | $5,214 | $2,211+135.8% | $4,013+29.9% | $2,671+95.2% |
| Participant deferral / active EE | $9,834 | $4,310+128.2% | $6,222+58.0% | $4,126+138.3% |
| Admin fee / account holder | $6,488 | $5,404+20.1% | $9,015-28.0% | $5,651+14.8% |