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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 | $59,235 | $79,955-25.9% | $98,461-39.8% | $75,173-21.2% |
| Participation rate | 89.3% | 70.4%+18.9pp | 75.2%+14.1pp | 67.2%+22.1pp |
| Annual return | 14.38% | 19.75%-5.4pp | 21.17%-6.8pp | 160.72%-146.3pp |
| Employer contribution / active EE | $6,469 | $2,264+185.7% | $3,049+112.2% | $2,671+142.2% |
| Participant deferral / active EE | $4,465 | $3,752+19.0% | $4,738-5.8% | $4,126+8.2% |
| Admin fee / account holder | $18,863 | $6,841+175.7% | $8,961+110.5% | $5,651+233.8% |