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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 | $53,615 | $71,215-24.7% | $93,696-42.8% | $80,935-33.8% |
| Participation rate | 96.9% | 60.4%+36.5pp | 68.7%+28.2pp | 67.7%+29.2pp |
| Annual return | 13.29% | 11.27%+2.0pp | 133.74%-120.5pp | 35.66%-22.4pp |
| Employer contribution / active EE | $8,245 | $1,565+426.8% | $2,422+240.4% | $2,757+199.1% |
| Participant deferral / active EE | $5,906 | $4,037+46.3% | $4,417+33.7% | $4,299+37.4% |
| Admin fee / account holder | $3,163 | $6,958-54.5% | $8,287-61.8% | $6,924-54.3% |