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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 | $67,676 | $87,733-22.9% | $106,555-36.5% | $85,847-21.2% |
| Participation rate | 93.2% | 71.9%+21.2pp | 76.1%+17.0pp | 69.3%+23.8pp |
| Annual return | 13.58% | 21.86%-8.3pp | 26.80%-13.2pp | 318.61%-305.0pp |
| Employer contribution / active EE | $6,371 | $2,073+207.3% | $2,819+126.0% | $2,565+148.3% |
| Participant deferral / active EE | $8,059 | $3,469+132.3% | $4,399+83.2% | $3,952+103.9% |
| Admin fee / account holder | $8,969 | $6,767+32.5% | $7,408+21.1% | $6,261+43.3% |