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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 | $64,938 | $123,793-47.5% | $177,840-63.5% | $79,852-18.7% |
| Participation rate | 96.2% | 84.7%+11.5pp | 87.7%+8.4pp | 69.6%+26.5pp |
| Annual return | 13.29% | 22.82%-9.5pp | 48.32%-35.0pp | 31.72%-18.4pp |
| Employer contribution / active EE | $30,932 | $4,095+655.3% | $5,919+422.6% | $2,471+1151.8% |
| Participant deferral / active EE | $12,223 | $5,956+105.2% | $7,714+58.5% | $3,740+226.8% |
| Admin fee / account holder | $2,199 | $7,243-69.6% | $12,431-82.3% | $5,306-58.6% |