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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 | $71,290 | $74,089-3.8% | $133,975-46.8% | $55,167+29.2% |
| Participation rate | 98.0% | 84.3%+13.8pp | 87.1%+11.0pp | 69.0%+29.0pp |
| Annual return | 13.46% | 12.11%+1.3pp | 29.29%-15.8pp | 169.23%-155.8pp |
| Employer contribution / active EE | $2,186 | $3,064-28.6% | $5,211-58.1% | $1,963+11.4% |
| Participant deferral / active EE | $7,249 | $4,678+55.0% | $6,282+15.4% | $3,054+137.4% |
| Admin fee / account holder | $3,017 | $458+558.5% | $9,324-67.6% | $504+498.8% |