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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 | $101,795-22.3% | $165,100-52.1% | $80,959-2.4% |
| Participation rate | 98.4% | 71.8%+26.6pp | 78.6%+19.8pp | 67.7%+30.8pp |
| Annual return | 13.34% | 16.73%-3.4pp | 70.21%-56.9pp | 35.67%-22.3pp |
| Employer contribution / active EE | $5,553 | $2,954+88.0% | $4,348+27.7% | $2,757+101.4% |
| Participant deferral / active EE | $3,980 | $4,476-11.1% | $6,035-34.1% | $4,300-7.5% |
| Admin fee / account holder | $4,809 | $8,221-41.5% | $12,696-62.1% | $6,925-30.6% |