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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 | $66,603 | $93,064-28.4% | $74,577-10.7% | $273,972-75.7% |
| Participation rate | 95.7% | 74.9%+20.7pp | 68.1%+27.5pp | 83.0%+12.6pp |
| Annual return | 8.67% | 26.18%-17.5pp | 20.47%-11.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $9,349 | $3,160+195.9% | $2,525+270.2% | $4,869+92.0% |
| Participant deferral / active EE | $10,278 | $4,160+147.0% | $3,458+197.2% | $5,287+94.4% |
| Admin fee / account holder | $472 | $5,273-91.1% | $4,138-88.6% | $10,133-95.3% |