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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 | $95,404-27.3% | $113,397-38.8% | $82,637-16.0% |
| Participation rate | 98.1% | 72.8%+25.3pp | 76.5%+21.6pp | 68.1%+30.1pp |
| Annual return | 18.03% | 19.08%-1.1pp | 23.20%-5.2pp | 53.51%-35.5pp |
| Employer contribution / active EE | $5,675 | $2,307+146.0% | $2,977+90.6% | $2,552+122.4% |
| Participant deferral / active EE | $9,761 | $4,220+131.3% | $5,076+92.3% | $4,126+136.6% |
| Admin fee / account holder | $7,340 | $9,168-19.9% | $11,957-38.6% | $7,3390% |