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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 | $61,159 | $71,353-14.3% | $92,805-34.1% | $86,983-29.7% |
| Participation rate | 97.9% | 80.9%+17.0pp | 83.5%+14.4pp | 69.5%+28.3pp |
| Annual return | 19.30% | 44.68%-25.4pp | 31.59%-12.3pp | 25.83%-6.5pp |
| Employer contribution / active EE | $6,857 | $2,468+177.8% | $3,424+100.3% | $2,584+165.3% |
| Participant deferral / active EE | $12,402 | $6,966+78.0% | $8,448+46.8% | $4,194+195.7% |
| Admin fee / account holder | $7,853 | $6,099+28.7% | $10,911-28.0% | $7,8560% |