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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 | $67,315 | $87,106-22.7% | $105,607-36.3% | $80,935-16.8% |
| Participation rate | 96.2% | 70.4%+25.7pp | 75.3%+20.9pp | 67.7%+28.5pp |
| Annual return | 14.64% | 17.01%-2.4pp | 116.11%-101.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $4,648 | $2,396+94.0% | $3,167+46.8% | $2,757+68.6% |
| Participant deferral / active EE | $12,702 | $3,986+218.7% | $5,011+153.5% | $4,299+195.4% |
| Admin fee / account holder | $17,412 | $8,447+106.1% | $10,958+58.9% | $6,924+151.5% |