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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 | $60,152 | $71,197-15.5% | $93,669-35.8% | $80,925-25.7% |
| Participation rate | 97.4% | 60.4%+37.0pp | 68.7%+28.7pp | 67.7%+29.8pp |
| Annual return | 17.52% | 11.27%+6.3pp | 133.59%-116.1pp | 35.65%-18.1pp |
| Employer contribution / active EE | $5,618 | $1,565+259.0% | $2,424+131.8% | $2,756+103.8% |
| Participant deferral / active EE | $11,176 | $4,036+176.9% | $4,416+153.1% | $4,299+160.0% |
| Admin fee / account holder | $5,038 | $6,959-27.6% | $8,291-39.2% | $6,940-27.4% |