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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 | $78,913 | $95,404-17.3% | $113,397-30.4% | $82,637-4.5% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.5%+20.6pp | 68.1%+29.1pp |
| Annual return | 14.41% | 19.08%-4.7pp | 23.20%-8.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $5,619 | $2,307+143.6% | $2,977+88.7% | $2,552+120.2% |
| Participant deferral / active EE | $16,173 | $4,220+283.3% | $5,076+218.6% | $4,126+292.0% |
| Admin fee / account holder | $13,295 | $9,168+45.0% | $11,957+11.2% | $7,339+81.2% |