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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 | $63,042 | $96,731-34.8% | $123,973-49.1% | $86,983-27.5% |
| Participation rate | 97.6% | 70.0%+27.5pp | 76.7%+20.9pp | 69.5%+28.0pp |
| Annual return | 13.70% | 17.33%-3.6pp | 388.13%-374.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $3,225 | $3,297-2.2% | $4,126-21.8% | $2,584+24.8% |
| Participant deferral / active EE | $6,254 | $4,152+50.6% | $5,247+19.2% | $4,194+49.1% |
| Admin fee / account holder | $9,528 | $8,722+9.2% | $11,799-19.2% | $7,856+21.3% |