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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 | $68,564 | $91,559-25.1% | $133,978-48.8% | $79,856-14.1% |
| Participation rate | 94.3% | 73.3%+21.0pp | 79.8%+14.5pp | 69.6%+24.7pp |
| Annual return | 15.36% | 61.85%-46.5pp | 45.10%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $4,212 | $2,384+76.7% | $3,919+7.5% | $2,471+70.4% |
| Participant deferral / active EE | $10,081 | $3,734+170.0% | $5,047+99.7% | $3,741+169.5% |
| Admin fee / account holder | $972 | $6,321-84.6% | $8,930-89.1% | $5,306-81.7% |