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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 | $72,395 | $79,955-9.5% | $98,461-26.5% | $75,173-3.7% |
| Participation rate | 95.0% | 70.4%+24.6pp | 75.2%+19.8pp | 67.2%+27.8pp |
| Annual return | 21.24% | 19.75%+1.5pp | 21.17%+0.1pp | 160.72%-139.5pp |
| Employer contribution / active EE | $5,800 | $2,264+156.2% | $3,049+90.3% | $2,671+117.2% |
| Participant deferral / active EE | $11,471 | $3,752+205.7% | $4,738+142.1% | $4,126+178.0% |
| Admin fee / account holder | $4,211 | $6,841-38.4% | $8,961-53.0% | $5,651-25.5% |