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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 | $73,245 | $80,983-9.6% | $96,544-24.1% | $75,177-2.6% |
| Participation rate | 97.5% | 71.8%+25.7pp | 76.0%+21.5pp | 67.2%+30.3pp |
| Annual return | 14.91% | 27.05%-12.1pp | 25.88%-11.0pp | 160.75%-145.8pp |
| Employer contribution / active EE | $5,260 | $2,282+130.5% | $2,966+77.3% | $2,671+96.9% |
| Participant deferral / active EE | $5,122 | $3,929+30.4% | $4,851+5.6% | $4,126+24.1% |
| Admin fee / account holder | $12,746 | $6,717+89.8% | $8,254+54.4% | $5,651+125.5% |