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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 | $74,717 | $71,057+5.2% | $93,654-20.2% | $80,874-7.6% |
| Participation rate | 94.9% | 60.4%+34.5pp | 68.7%+26.2pp | 67.6%+27.2pp |
| Annual return | 21.47% | 11.26%+10.2pp | 133.34%-111.9pp | 35.62%-14.2pp |
| Employer contribution / active EE | $8,786 | $1,564+461.8% | $2,421+262.9% | $2,756+218.8% |
| Participant deferral / active EE | $16,041 | $4,034+297.7% | $4,413+263.5% | $4,297+273.3% |
| Admin fee / account holder | $7,905 | $6,944+13.8% | $8,282-4.6% | $6,935+14.0% |