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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 | $79,767 | $106,280-24.9% | $96,538-17.4% | $139,487-42.8% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 23.74% | 38.48%-14.7pp | 35.74%-12.0pp | 373.84%-350.1pp |
| Employer contribution / active EE | $6,005 | $4,107+46.2% | $3,740+60.6% | $4,755+26.3% |
| Participant deferral / active EE | $9,692 | $5,457+77.6% | $4,880+98.6% | $6,713+44.4% |
| Admin fee / account holder | $10,152 | $7,888+28.7% | $6,737+50.7% | $11,407-11.0% |