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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 | $73,312 | $101,795-28.0% | $165,100-55.6% | $80,959-9.4% |
| Participation rate | 98.6% | 71.8%+26.7pp | 78.6%+19.9pp | 67.7%+30.9pp |
| Annual return | 19.26% | 16.73%+2.5pp | 70.21%-51.0pp | 35.67%-16.4pp |
| Employer contribution / active EE | $3,626 | $2,954+22.7% | $4,348-16.6% | $2,757+31.5% |
| Participant deferral / active EE | $9,795 | $4,476+118.8% | $6,035+62.3% | $4,300+127.8% |
| Admin fee / account holder | $1,511 | $8,221-81.6% | $12,696-88.1% | $6,925-78.2% |