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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 | $69,671 | $76,407-8.8% | $150,298-53.6% | $82,448-15.5% |
| Participation rate | 98.3% | 66.4%+31.9pp | 77.8%+20.5pp | 68.1%+30.2pp |
| Annual return | 18.46% | 39.99%-21.5pp | 62.79%-44.3pp | 41.64%-23.2pp |
| Employer contribution / active EE | $6,022 | $2,614+130.4% | $4,154+45.0% | $2,551+136.1% |
| Participant deferral / active EE | $4,008 | $3,214+24.7% | $5,453-26.5% | $4,139-3.2% |
| Admin fee / account holder | $2,117 | $6,352-66.7% | $14,116-85.0% | $7,234-70.7% |