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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 | $79,965 | $81,331-1.7% | $155,534-48.6% | $80,935-1.2% |
| Participation rate | 94.7% | 66.3%+28.4pp | 78.2%+16.4pp | 67.7%+27.0pp |
| Annual return | 12.09% | 33.37%-21.3pp | 64.92%-52.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $5,638 | $3,105+81.6% | $4,675+20.6% | $2,757+104.5% |
| Participant deferral / active EE | $4,541 | $3,454+31.5% | $5,630-19.3% | $4,299+5.6% |
| Admin fee / account holder | $19,685 | $7,999+146.1% | $15,900+23.8% | $6,924+184.3% |