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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 | $72,174 | $104,251-30.8% | $91,004-20.7% | $147,586-51.1% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.6%+18.5pp | 82.8%+11.3pp |
| Annual return | 20.85% | 27.06%-6.2pp | 4.60%+16.3pp | 578.59%-557.7pp |
| Employer contribution / active EE | $5,419 | $3,116+73.9% | $2,456+120.7% | $4,876+11.1% |
| Participant deferral / active EE | $5,771 | $4,195+37.6% | $3,548+62.7% | $5,439+6.1% |
| Admin fee / account holder | $524 | $8,948-94.1% | $5,417-90.3% | $10,886-95.2% |