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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 | $81,476-9.5% | $102,383-28.0% | $80,925-8.9% |
| Participation rate | 84.9% | 66.8%+18.1pp | 74.5%+10.4pp | 67.7%+17.3pp |
| Annual return | 23.67% | 25.59%-1.9pp | 24.94%-1.3pp | 35.65%-12.0pp |
| Employer contribution / active EE | $7,303 | $3,105+135.2% | $3,870+88.7% | $2,756+165.0% |
| Participant deferral / active EE | $1,979 | $3,871-48.9% | $5,060-60.9% | $4,299-54.0% |
| Admin fee / account holder | $2,801 | $6,717-58.3% | $8,391-66.6% | $6,940-59.6% |