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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 | $50,321 | $96,956-48.1% | $69,779-27.9% | $273,972-81.6% |
| Participation rate | 93.8% | 77.1%+16.7pp | 71.8%+21.9pp | 83.0%+10.7pp |
| Annual return | 4.96% | 12.93%-8.0pp | 12.99%-8.0pp | 41.46%-36.5pp |
| Employer contribution / active EE | $5,438 | $3,316+64.0% | $2,338+132.6% | $4,869+11.7% |
| Participant deferral / active EE | $4,982 | $3,744+33.1% | $2,931+70.0% | $5,287-5.8% |
| Admin fee / account holder | $12,432 | $7,934+56.7% | $4,381+183.8% | $10,133+22.7% |