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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 | $59,135 | $63,156-6.4% | $122,354-51.7% | $62,293-5.1% |
| Participation rate | 98.1% | 60.0%+38.0pp | 71.6%+26.4pp | 69.5%+28.5pp |
| Annual return | 17.97% | 20.61%-2.6pp | 30.28%-12.3pp | 28.90%-10.9pp |
| Employer contribution / active EE | $8,401 | $1,385+506.7% | $4,051+107.4% | $2,042+311.4% |
| Participant deferral / active EE | $5,485 | $2,321+136.3% | $3,287+66.9% | $3,169+73.1% |
| Admin fee / account holder | $1,961 | $440+345.8% | $5,479-64.2% | $479+309.1% |