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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 | $83,074 | $81,233+2.3% | $155,567-46.6% | $80,874+2.7% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 11.31% | 33.33%-22.0pp | 64.74%-53.4pp | 35.62%-24.3pp |
| Employer contribution / active EE | $5,886 | $3,101+89.8% | $4,674+25.9% | $2,756+113.6% |
| Participant deferral / active EE | $7,125 | $3,452+106.4% | $5,628+26.6% | $4,297+65.8% |
| Admin fee / account holder | $24,625 | $7,998+207.9% | $15,916+54.7% | $6,935+255.1% |