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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 | $78,478 | $78,672-0.2% | $109,163-28.1% | $85,856-8.6% |
| Participation rate | 97.0% | 68.3%+28.7pp | 75.9%+21.1pp | 69.3%+27.7pp |
| Annual return | 14.46% | 25.09%-10.6pp | 25.75%-11.3pp | 318.58%-304.1pp |
| Employer contribution / active EE | $5,967 | $2,734+118.3% | $3,723+60.3% | $2,565+132.6% |
| Participant deferral / active EE | $4,673 | $3,467+34.8% | $4,654+0.4% | $3,952+18.2% |
| Admin fee / account holder | $7,761 | $5,470+41.9% | $6,754+14.9% | $6,261+24.0% |