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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 | $72,805 | $81,446-10.6% | $103,374-29.6% | $80,874-10.0% |
| Participation rate | 97.3% | 66.9%+30.4pp | 74.5%+22.8pp | 67.6%+29.7pp |
| Annual return | 14.84% | 25.57%-10.7pp | 24.89%-10.0pp | 35.62%-20.8pp |
| Employer contribution / active EE | $5,817 | $3,107+87.2% | $3,869+50.3% | $2,756+111.1% |
| Participant deferral / active EE | $7,599 | $3,870+96.4% | $5,058+50.3% | $4,297+76.9% |
| Admin fee / account holder | $2,441 | $6,715-63.6% | $8,394-70.9% | $6,935-64.8% |