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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 | $55,044 | $63,809-13.7% | $81,353-32.3% | $80,935-32.0% |
| Participation rate | 79.7% | 63.9%+15.8pp | 69.5%+10.2pp | 67.7%+12.0pp |
| Annual return | 12.25% | 16.37%-4.1pp | 24.82%-12.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $4,044 | $1,981+104.1% | $2,464+64.1% | $2,757+46.7% |
| Participant deferral / active EE | $5,644 | $3,093+82.5% | $3,885+45.3% | $4,299+31.3% |
| Admin fee / account holder | $11,875 | $5,686+108.9% | $5,766+105.9% | $6,924+71.5% |