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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 | $62,685 | $73,988-15.3% | $96,538-35.1% | $75,177-16.6% |
| Participation rate | 96.4% | 66.4%+30.0pp | 74.3%+22.1pp | 67.2%+29.2pp |
| Annual return | 17.93% | 26.73%-8.8pp | 35.74%-17.8pp | 160.75%-142.8pp |
| Employer contribution / active EE | $6,783 | $2,930+131.5% | $3,740+81.4% | $2,671+154.0% |
| Participant deferral / active EE | $10,927 | $3,660+198.5% | $4,880+123.9% | $4,126+164.8% |
| Admin fee / account holder | $15,806 | $5,220+202.8% | $6,737+134.6% | $5,651+179.7% |