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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 | $69,253 | $87,106-20.5% | $105,607-34.4% | $80,935-14.4% |
| Participation rate | 97.6% | 70.4%+27.1pp | 75.3%+22.3pp | 67.7%+29.9pp |
| Annual return | 10.39% | 17.01%-6.6pp | 116.11%-105.7pp | 35.66%-25.3pp |
| Employer contribution / active EE | $5,159 | $2,396+115.3% | $3,167+62.9% | $2,757+87.1% |
| Participant deferral / active EE | $6,136 | $3,986+53.9% | $5,011+22.5% | $4,299+42.7% |
| Admin fee / account holder | $2,110 | $8,447-75.0% | $10,958-80.7% | $6,924-69.5% |