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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 | $70,196 | $110,137-36.3% | $161,149-56.4% | $82,637-15.1% |
| Participation rate | 94.6% | 72.4%+22.2pp | 78.8%+15.8pp | 68.1%+26.5pp |
| Annual return | 17.14% | 20.69%-3.5pp | 21.16%-4.0pp | 53.51%-36.4pp |
| Employer contribution / active EE | $4,787 | $2,856+67.6% | $4,360+9.8% | $2,552+87.6% |
| Participant deferral / active EE | $11,200 | $4,575+144.8% | $6,153+82.0% | $4,126+171.4% |
| Admin fee / account holder | $3,139 | $9,467-66.8% | $15,194-79.3% | $7,339-57.2% |