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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 | $68,064 | $115,911-41.3% | $100,530-32.3% | $158,950-57.2% |
| Participation rate | 95.0% | 81.6%+13.4pp | 79.4%+15.6pp | 82.0%+13.0pp |
| Annual return | 19.45% | 34.80%-15.4pp | 30.89%-11.4pp | 302.91%-283.5pp |
| Employer contribution / active EE | $7,033 | $4,104+71.4% | $3,418+105.8% | $4,762+47.7% |
| Participant deferral / active EE | $8,423 | $6,676+26.2% | $6,271+34.3% | $5,983+40.8% |
| Admin fee / account holder | $2,157 | $10,999-80.4% | $8,083-73.3% | $11,248-80.8% |