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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 | $76,221 | $93,345-18.3% | $119,126-36.0% | $87,485-12.9% |
| Participation rate | 94.9% | 68.7%+26.1pp | 75.8%+19.1pp | 68.9%+25.9pp |
| Annual return | 18.98% | 19.08%-0.1pp | 282.11%-263.1pp | 26.06%-7.1pp |
| Employer contribution / active EE | $14,021 | $3,172+342.1% | $4,034+247.6% | $2,596+440.1% |
| Participant deferral / active EE | $2,508 | $4,099-38.8% | $5,318-52.8% | $4,274-41.3% |
| Admin fee / account holder | $5,706 | $8,039-29.0% | $10,693-46.6% | $7,775-26.6% |