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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 | $72,180 | $74,535-3.2% | $100,712-28.3% | $82,637-12.7% |
| Participation rate | 96.7% | 61.2%+35.5pp | 69.3%+27.4pp | 68.1%+28.6pp |
| Annual return | 19.12% | 18.92%+0.2pp | 33.27%-14.2pp | 53.51%-34.4pp |
| Employer contribution / active EE | $10,113 | $1,503+573.0% | $2,313+337.3% | $2,552+296.3% |
| Participant deferral / active EE | $6,799 | $3,074+121.2% | $4,085+66.4% | $4,126+64.8% |
| Admin fee / account holder | $1,833 | $6,576-72.1% | $9,256-80.2% | $7,339-75.0% |