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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 | $75,551 | $106,749-29.2% | $145,433-48.1% | $82,448-8.4% |
| Participation rate | 98.6% | 75.6%+23.0pp | 82.1%+16.5pp | 68.1%+30.6pp |
| Annual return | 16.98% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $6,170 | $3,444+79.1% | $4,554+35.5% | $2,551+141.9% |
| Participant deferral / active EE | $10,085 | $6,519+54.7% | $7,897+27.7% | $4,139+143.6% |
| Admin fee / account holder | $3,582 | $8,390-57.3% | $13,129-72.7% | $7,234-50.5% |