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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 | $72,583 | $78,423-7.4% | $95,964-24.4% | $79,856-9.1% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.1pp |
| Annual return | 11.98% | 19.37%-7.4pp | 91.64%-79.7pp | 31.71%-19.7pp |
| Employer contribution / active EE | $4,407 | $1,945+126.6% | $2,541+73.4% | $2,471+78.3% |
| Participant deferral / active EE | $5,522 | $3,440+60.5% | $4,167+32.5% | $3,741+47.6% |
| Admin fee / account holder | $1,192 | $5,622-78.8% | $6,797-82.5% | $5,306-77.5% |