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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 | $65,218 | $72,471-10.0% | $94,215-30.8% | $86,983-25.0% |
| Participation rate | 96.9% | 63.9%+33.0pp | 70.0%+26.9pp | 69.5%+27.3pp |
| Annual return | 14.99% | 26.44%-11.5pp | 28.22%-13.2pp | 25.83%-10.8pp |
| Employer contribution / active EE | $6,138 | $1,936+217.1% | $2,675+129.4% | $2,584+137.5% |
| Participant deferral / active EE | $3,861 | $3,397+13.7% | $4,276-9.7% | $4,194-7.9% |
| Admin fee / account holder | $3,570 | $6,468-44.8% | $10,216-65.1% | $7,856-54.6% |