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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 | $59,537 | $73,107-18.6% | $114,563-48.0% | $87,485-31.9% |
| Participation rate | 96.0% | 65.8%+30.2pp | 72.9%+23.1pp | 68.9%+27.1pp |
| Annual return | 18.21% | 19.47%-1.3pp | 241.09%-222.9pp | 26.06%-7.9pp |
| Employer contribution / active EE | $5,998 | $1,881+218.9% | $2,592+131.4% | $2,596+131.0% |
| Participant deferral / active EE | $15,967 | $3,144+407.9% | $4,142+285.5% | $4,274+273.6% |
| Admin fee / account holder | $10,804 | $5,770+87.3% | $7,623+41.7% | $7,775+39.0% |