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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 | $78,919 | $81,457-3.1% | $103,378-23.7% | $80,911-2.5% |
| Participation rate | 97.1% | 66.8%+30.2pp | 74.5%+22.5pp | 67.6%+29.4pp |
| Annual return | 16.00% | 25.58%-9.6pp | 24.91%-8.9pp | 35.63%-19.6pp |
| Employer contribution / active EE | $5,932 | $3,107+90.9% | $3,870+53.3% | $2,756+115.2% |
| Participant deferral / active EE | $7,492 | $3,871+93.5% | $5,058+48.1% | $4,297+74.3% |
| Admin fee / account holder | $2,287 | $6,717-65.9% | $8,401-72.8% | $6,935-67.0% |