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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 | $73,708 | $81,504-9.6% | $102,437-28.0% | $80,959-9.0% |
| Participation rate | 84.9% | 66.9%+18.1pp | 74.5%+10.4pp | 67.7%+17.3pp |
| Annual return | 23.67% | 25.60%-1.9pp | 24.95%-1.3pp | 35.67%-12.0pp |
| Employer contribution / active EE | $7,303 | $3,104+135.3% | $3,871+88.7% | $2,757+164.9% |
| Participant deferral / active EE | $1,979 | $3,871-48.9% | $5,060-60.9% | $4,300-54.0% |
| Admin fee / account holder | $2,801 | $6,719-58.3% | $8,388-66.6% | $6,925-59.5% |