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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 | $67,939 | $89,259-23.9% | $107,187-36.6% | $82,637-17.8% |
| Participation rate | 97.6% | 67.9%+29.7pp | 75.0%+22.6pp | 68.1%+29.6pp |
| Annual return | 13.97% | 21.02%-7.1pp | 204.55%-190.6pp | 53.51%-39.5pp |
| Employer contribution / active EE | $6,837 | $3,080+122.0% | $3,782+80.8% | $2,552+167.9% |
| Participant deferral / active EE | $2,681 | $4,037-33.6% | $5,096-47.4% | $4,126-35.0% |
| Admin fee / account holder | $7,490 | $7,381+1.5% | $9,162-18.2% | $7,339+2.1% |