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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 | $54,083 | $101,795-46.9% | $165,100-67.2% | $80,959-33.2% |
| Participation rate | 97.6% | 71.8%+25.7pp | 78.6%+18.9pp | 67.7%+29.9pp |
| Annual return | 10.88% | 16.73%-5.8pp | 70.21%-59.3pp | 35.67%-24.8pp |
| Employer contribution / active EE | $5,073 | $2,954+71.7% | $4,348+16.7% | $2,757+84.0% |
| Participant deferral / active EE | $8,132 | $4,476+81.7% | $6,035+34.7% | $4,300+89.1% |
| Admin fee / account holder | $7,725 | $8,221-6.0% | $12,696-39.2% | $6,925+11.5% |