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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 | $76,423 | $81,476-6.2% | $102,383-25.4% | $80,925-5.6% |
| Participation rate | 95.0% | 66.8%+28.2pp | 74.5%+20.5pp | 67.7%+27.3pp |
| Annual return | 11.78% | 25.59%-13.8pp | 24.94%-13.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $10,219 | $3,105+229.1% | $3,870+164.0% | $2,756+270.8% |
| Participant deferral / active EE | $3,114 | $3,871-19.6% | $5,060-38.5% | $4,299-27.6% |
| Admin fee / account holder | $4,791 | $6,717-28.7% | $8,391-42.9% | $6,940-31.0% |