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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 | $78,764 | $73,988+6.5% | $96,538-18.4% | $75,177+4.8% |
| Participation rate | 97.1% | 66.4%+30.7pp | 74.3%+22.8pp | 67.2%+29.9pp |
| Annual return | 16.90% | 26.73%-9.8pp | 35.74%-18.8pp | 160.75%-143.9pp |
| Employer contribution / active EE | $9,175 | $2,930+213.1% | $3,740+145.3% | $2,671+243.5% |
| Participant deferral / active EE | $4,428 | $3,660+21.0% | $4,880-9.3% | $4,126+7.3% |
| Admin fee / account holder | $3,939 | $5,220-24.5% | $6,737-41.5% | $5,651-30.3% |