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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 | $68,727 | $93,617-26.6% | $135,982-49.5% | $75,177-8.6% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 21.06% | 30.89%-9.8pp | 68.32%-47.3pp | 160.75%-139.7pp |
| Employer contribution / active EE | $8,343 | $3,538+135.8% | $4,859+71.7% | $2,671+212.4% |
| Participant deferral / active EE | $10,215 | $6,406+59.5% | $7,760+31.6% | $4,126+147.5% |
| Admin fee / account holder | $1,639 | $6,980-76.5% | $10,767-84.8% | $5,651-71.0% |