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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 | $77,952 | $94,031-17.1% | $115,768-32.7% | $82,448-5.5% |
| Participation rate | 97.6% | 70.4%+27.2pp | 74.4%+23.2pp | 68.1%+29.5pp |
| Annual return | 17.10% | 20.61%-3.5pp | 100.46%-83.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $6,918 | $2,323+197.8% | $2,940+135.3% | $2,551+171.2% |
| Participant deferral / active EE | $8,036 | $3,972+102.3% | $4,917+63.4% | $4,139+94.1% |
| Admin fee / account holder | $22,777 | $10,249+122.2% | $12,439+83.1% | $7,234+214.8% |