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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 | $57,020 | $72,177-21.0% | $115,037-50.4% | $59,632-4.4% |
| Participation rate | 95.0% | 72.6%+22.4pp | 81.4%+13.6pp | 68.7%+26.3pp |
| Annual return | 5.25% | 12.02%-6.8pp | 26.14%-20.9pp | 2041.32%-2036.1pp |
| Employer contribution / active EE | $5,659 | $2,841+99.2% | $4,608+22.8% | $2,203+156.9% |
| Participant deferral / active EE | $7,607 | $4,783+59.1% | $6,026+26.2% | $3,192+138.4% |
| Admin fee / account holder | $7,422 | $4,927+50.6% | $8,175-9.2% | $4,297+72.7% |