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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 | $73,291 | $77,358-5.3% | $102,184-28.3% | $87,485-16.2% |
| Participation rate | 96.4% | 78.7%+17.7pp | 82.6%+13.8pp | 68.9%+27.5pp |
| Annual return | 18.55% | 41.11%-22.6pp | 31.58%-13.0pp | 26.06%-7.5pp |
| Employer contribution / active EE | $5,010 | $2,562+95.5% | $3,594+39.4% | $2,596+93.0% |
| Participant deferral / active EE | $10,847 | $6,753+60.6% | $8,309+30.6% | $4,274+153.8% |
| Admin fee / account holder | $8,466 | $6,809+24.3% | $11,609-27.1% | $7,775+8.9% |