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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 | $54,563 | $84,236-35.2% | $170,435-68.0% | $70,126-22.2% |
| Participation rate | 87.2% | 70.8%+16.3pp | 83.6%+3.6pp | 69.5%+17.6pp |
| Annual return | 12.50% | 23.06%-10.6pp | 205.94%-193.4pp | 73.15%-60.7pp |
| Employer contribution / active EE | $7,110 | $3,387+109.9% | $5,432+30.9% | $2,343+203.5% |
| Participant deferral / active EE | $4,548 | $3,086+47.4% | $4,939-7.9% | $3,332+36.5% |
| Admin fee / account holder | $6,927 | $5,698+21.6% | $13,881-50.1% | $4,645+49.1% |