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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 | $67,846 | $79,955-15.1% | $98,450-31.1% | $75,181-9.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 20.95% | 19.75%+1.2pp | 21.16%-0.2pp | 160.69%-139.7pp |
| Employer contribution / active EE | $3,919 | $2,264+73.1% | $3,049+28.5% | $2,671+46.7% |
| Participant deferral / active EE | $7,911 | $3,752+110.8% | $4,739+66.9% | $4,126+91.7% |
| Admin fee / account holder | $7,981 | $6,841+16.7% | $8,961-10.9% | $5,650+41.3% |