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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 | $55,606 | $69,977-20.5% | $108,582-48.8% | $62,881-11.6% |
| Participation rate | 95.2% | 72.9%+22.3pp | 79.6%+15.7pp | 69.3%+25.9pp |
| Annual return | 8.30% | 10.73%-2.4pp | -51.70%+60.0pp | 20.14%-11.8pp |
| Employer contribution / active EE | $4,700 | $2,135+120.1% | $3,758+25.0% | $2,281+106.0% |
| Participant deferral / active EE | $4,931 | $3,165+55.8% | $4,311+14.4% | $3,203+54.0% |
| Admin fee / account holder | $336 | $5,076-93.4% | $7,645-95.6% | $4,296-92.2% |