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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 | $59,194 | $70,475-16.0% | $100,530-41.1% | $79,858-25.9% |
| Participation rate | 92.9% | 73.7%+19.2pp | 79.4%+13.4pp | 69.6%+23.2pp |
| Annual return | 14.58% | 21.90%-7.3pp | 30.89%-16.3pp | 31.72%-17.1pp |
| Employer contribution / active EE | $4,085 | $2,165+88.7% | $3,418+19.5% | $2,471+65.3% |
| Participant deferral / active EE | $8,636 | $5,181+66.7% | $6,271+37.7% | $3,740+130.9% |
| Admin fee / account holder | $6,608 | $4,478+47.6% | $8,083-18.2% | $5,306+24.5% |