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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 | $69,375 | $95,453-27.3% | $112,040-38.1% | $82,448-15.9% |
| Participation rate | 98.1% | 72.8%+25.4pp | 76.5%+21.6pp | 68.1%+30.0pp |
| Annual return | 18.03% | 23.92%-5.9pp | 24.52%-6.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $5,675 | $2,318+144.8% | $2,954+92.1% | $2,551+122.5% |
| Participant deferral / active EE | $9,761 | $4,224+131.1% | $5,098+91.5% | $4,139+135.8% |
| Admin fee / account holder | $7,340 | $9,013-18.6% | $12,098-39.3% | $7,234+1.5% |