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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 | $79,056 | $101,763-22.3% | $164,866-52.0% | $80,874-2.2% |
| Participation rate | 98.4% | 71.8%+26.6pp | 78.6%+19.8pp | 67.6%+30.8pp |
| Annual return | 13.34% | 16.73%-3.4pp | 69.97%-56.6pp | 35.62%-22.3pp |
| Employer contribution / active EE | $5,553 | $2,954+88.0% | $4,343+27.9% | $2,756+101.5% |
| Participant deferral / active EE | $3,980 | $4,477-11.1% | $6,033-34.0% | $4,297-7.4% |
| Admin fee / account holder | $4,809 | $8,228-41.5% | $12,689-62.1% | $6,935-30.7% |