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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 | $71,215+4.9% | $93,696-20.3% | $80,935-7.7% |
| Participation rate | 94.9% | 60.4%+34.5pp | 68.7%+26.2pp | 67.7%+27.2pp |
| Annual return | 21.47% | 11.27%+10.2pp | 133.74%-112.3pp | 35.66%-14.2pp |
| Employer contribution / active EE | $8,786 | $1,565+461.3% | $2,422+262.8% | $2,757+218.7% |
| Participant deferral / active EE | $16,041 | $4,037+297.4% | $4,417+263.2% | $4,299+273.1% |
| Admin fee / account holder | $7,905 | $6,958+13.6% | $8,287-4.6% | $6,924+14.2% |