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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 | $62,060 | $76,551-18.9% | $123,894-49.9% | $62,881-1.3% |
| Participation rate | 96.0% | 73.0%+23.0pp | 81.4%+14.6pp | 69.3%+26.7pp |
| Annual return | 8.25% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,943 | $2,882+36.8% | $4,617-14.6% | $2,281+72.9% |
| Participant deferral / active EE | $9,465 | $4,840+95.6% | $5,984+58.2% | $3,203+195.5% |
| Admin fee / account holder | $5,227 | $4,826+8.3% | $8,357-37.5% | $4,296+21.7% |