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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 | $75,659 | $135,956-44.4% | $123,894-38.9% | $273,972-72.4% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 12.50% | 56.63%-44.1pp | 47.52%-35.0pp | 41.46%-29.0pp |
| Employer contribution / active EE | $10,773 | $5,170+108.4% | $4,617+133.3% | $4,869+121.3% |
| Participant deferral / active EE | $2,813 | $6,343-55.6% | $5,984-53.0% | $5,287-46.8% |
| Admin fee / account holder | $2,375 | $9,817-75.8% | $8,357-71.6% | $10,133-76.6% |