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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 | $65,709 | $81,504-19.4% | $102,437-35.9% | $80,959-18.8% |
| Participation rate | 97.3% | 66.9%+30.4pp | 74.5%+22.8pp | 67.7%+29.6pp |
| Annual return | 18.96% | 25.60%-6.6pp | 24.95%-6.0pp | 35.67%-16.7pp |
| Employer contribution / active EE | $5,534 | $3,104+78.3% | $3,871+43.0% | $2,757+100.7% |
| Participant deferral / active EE | $10,472 | $3,871+170.5% | $5,060+107.0% | $4,300+143.5% |
| Admin fee / account holder | $15,816 | $6,719+135.4% | $8,388+88.6% | $6,925+128.4% |