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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 | $81,487-10.7% | $102,412-28.9% | $80,935-10.0% |
| Participation rate | 97.3% | 66.8%+30.5pp | 74.5%+22.8pp | 67.7%+29.6pp |
| Annual return | 14.84% | 25.60%-10.8pp | 24.94%-10.1pp | 35.66%-20.8pp |
| Employer contribution / active EE | $5,817 | $3,103+87.5% | $3,870+50.3% | $2,757+111.0% |
| Participant deferral / active EE | $7,599 | $3,871+96.3% | $5,060+50.2% | $4,299+76.7% |
| Admin fee / account holder | $2,441 | $6,717-63.7% | $8,388-70.9% | $6,924-64.7% |