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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 | $76,683 | $80,983-5.3% | $96,544-20.6% | $75,177+2.0% |
| Participation rate | 97.3% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.1pp |
| Annual return | 13.90% | 27.05%-13.2pp | 25.88%-12.0pp | 160.75%-146.8pp |
| Employer contribution / active EE | $8,730 | $2,282+282.5% | $2,966+194.3% | $2,671+226.8% |
| Participant deferral / active EE | $4,509 | $3,929+14.8% | $4,851-7.1% | $4,126+9.3% |
| Admin fee / account holder | $10,571 | $6,717+57.4% | $8,254+28.1% | $5,651+87.1% |