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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 | $72,988 | $101,763-28.3% | $164,866-55.7% | $80,874-9.8% |
| Participation rate | 98.9% | 71.8%+27.1pp | 78.6%+20.3pp | 67.6%+31.2pp |
| Annual return | 12.78% | 16.73%-3.9pp | 69.97%-57.2pp | 35.62%-22.8pp |
| Employer contribution / active EE | $4,517 | $2,954+52.9% | $4,343+4.0% | $2,756+63.9% |
| Participant deferral / active EE | $2,052 | $4,477-54.2% | $6,033-66.0% | $4,297-52.3% |
| Admin fee / account holder | $8,760 | $8,228+6.5% | $12,689-31.0% | $6,935+26.3% |