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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 | $78,520-6.7% | $96,576-24.1% | $82,448-11.1% |
| Participation rate | 96.4% | 77.7%+18.7pp | 81.4%+15.0pp | 68.1%+28.4pp |
| Annual return | 18.55% | 41.30%-22.8pp | 38.47%-19.9pp | 41.64%-23.1pp |
| Employer contribution / active EE | $5,010 | $2,630+90.5% | $3,553+41.0% | $2,551+96.4% |
| Participant deferral / active EE | $10,847 | $6,754+60.6% | $7,956+36.3% | $4,139+162.1% |
| Admin fee / account holder | $8,466 | $13,455-37.1% | $11,381-25.6% | $7,234+17.0% |