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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 | $73,672 | $79,955-7.9% | $98,450-25.2% | $75,181-2.0% |
| Participation rate | 93.5% | 70.4%+23.2pp | 75.2%+18.4pp | 67.2%+26.4pp |
| Annual return | 13.54% | 19.75%-6.2pp | 21.16%-7.6pp | 160.69%-147.1pp |
| Employer contribution / active EE | $6,928 | $2,264+206.0% | $3,049+127.3% | $2,671+159.4% |
| Participant deferral / active EE | $5,818 | $3,752+55.1% | $4,739+22.8% | $4,126+41.0% |
| Admin fee / account holder | $21,258 | $6,841+210.7% | $8,961+137.2% | $5,650+276.3% |