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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 | $94,926 | $132,310-28.3% | $105,754-10.2% | $273,972-65.4% |
| Participation rate | 95.7% | 83.2%+12.5pp | 78.9%+16.7pp | 83.0%+12.6pp |
| Annual return | 6.65% | 10.08%-3.4pp | 12.25%-5.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $13,838 | $4,867+184.3% | $4,079+239.2% | $4,869+184.2% |
| Participant deferral / active EE | $19,925 | $6,233+219.7% | $5,326+274.1% | $5,287+276.9% |
| Admin fee / account holder | $65,015 | $12,036+440.2% | $8,309+682.4% | $10,133+541.6% |