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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 | $68,887 | $77,523-11.1% | $100,383-31.4% | $80,874-14.8% |
| Participation rate | 81.3% | 77.0%+4.3pp | 81.5%-0.2pp | 67.6%+13.6pp |
| Annual return | 13.91% | 37.21%-23.3pp | 49.26%-35.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $5,942 | $2,801+112.1% | $3,944+50.7% | $2,756+115.6% |
| Participant deferral / active EE | $11,605 | $6,822+70.1% | $8,086+43.5% | $4,297+170.1% |
| Admin fee / account holder | $1,761 | $5,899-70.2% | $7,900-77.7% | $6,935-74.6% |