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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 | $74,968 | $81,504-8.0% | $102,437-26.8% | $80,959-7.4% |
| Participation rate | 93.9% | 66.9%+27.0pp | 74.5%+19.4pp | 67.7%+26.2pp |
| Annual return | 13.69% | 25.60%-11.9pp | 24.95%-11.3pp | 35.67%-22.0pp |
| Employer contribution / active EE | $7,167 | $3,104+130.9% | $3,871+85.2% | $2,757+159.9% |
| Participant deferral / active EE | $5,997 | $3,871+54.9% | $5,060+18.5% | $4,300+39.5% |
| Admin fee / account holder | $1,064 | $6,719-84.2% | $8,388-87.3% | $6,925-84.6% |