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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 | $76,164 | $81,358-6.4% | $155,556-51.0% | $80,959-5.9% |
| Participation rate | 97.8% | 66.3%+31.6pp | 78.2%+19.6pp | 67.7%+30.2pp |
| Annual return | 14.05% | 33.39%-19.3pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $5,615 | $3,106+80.8% | $4,675+20.1% | $2,757+103.6% |
| Participant deferral / active EE | $6,759 | $3,455+95.6% | $5,631+20.0% | $4,300+57.2% |
| Admin fee / account holder | $2,132 | $7,994-73.3% | $15,885-86.6% | $6,925-69.2% |