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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 | $77,093 | $81,487-5.4% | $102,412-24.7% | $80,935-4.7% |
| Participation rate | 96.4% | 66.8%+29.6pp | 74.5%+21.9pp | 67.7%+28.8pp |
| Annual return | 15.35% | 25.60%-10.2pp | 24.94%-9.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $5,805 | $3,103+87.1% | $3,870+50.0% | $2,757+110.6% |
| Participant deferral / active EE | $11,103 | $3,871+186.8% | $5,060+119.4% | $4,299+158.2% |
| Admin fee / account holder | $2,838 | $6,717-57.8% | $8,388-66.2% | $6,924-59.0% |