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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 | $62,330 | $84,236-26.0% | $170,435-63.4% | $70,126-11.1% |
| Participation rate | 97.9% | 70.8%+27.1pp | 83.6%+14.3pp | 69.5%+28.4pp |
| Annual return | 15.02% | 23.06%-8.0pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $5,229 | $3,387+54.4% | $5,432-3.7% | $2,343+123.2% |
| Participant deferral / active EE | $4,756 | $3,086+54.1% | $4,939-3.7% | $3,332+42.7% |
| Admin fee / account holder | $13,793 | $5,698+142.0% | $13,881-0.6% | $4,645+196.9% |