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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 | $96,731-29.8% | $123,973-45.2% | $86,983-21.9% |
| Participation rate | 97.6% | 70.0%+27.6pp | 76.7%+21.0pp | 69.5%+28.1pp |
| Annual return | 13.97% | 17.33%-3.4pp | 388.13%-374.2pp | 25.83%-11.9pp |
| Employer contribution / active EE | $6,837 | $3,297+107.4% | $4,126+65.7% | $2,584+164.5% |
| Participant deferral / active EE | $2,681 | $4,152-35.4% | $5,247-48.9% | $4,194-36.1% |
| Admin fee / account holder | $7,490 | $8,722-14.1% | $11,799-36.5% | $7,856-4.7% |