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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 | $77,447 | $97,550-20.6% | $120,344-35.6% | $87,485-11.5% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.7%+15.9pp | 68.9%+23.7pp |
| Annual return | 18.29% | 18.41%-0.1pp | 20.30%-2.0pp | 26.06%-7.8pp |
| Employer contribution / active EE | $9,963 | $2,291+334.9% | $3,020+229.9% | $2,596+283.8% |
| Participant deferral / active EE | $6,292 | $4,230+48.7% | $5,135+22.5% | $4,274+47.2% |
| Admin fee / account holder | $1,233 | $9,543-87.1% | $12,742-90.3% | $7,775-84.1% |