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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 | $52,413 | $81,504-35.7% | $102,437-48.8% | $80,959-35.3% |
| Participation rate | 93.8% | 66.9%+26.9pp | 74.5%+19.2pp | 67.7%+26.1pp |
| Annual return | 15.17% | 25.60%-10.4pp | 24.95%-9.8pp | 35.67%-20.5pp |
| Employer contribution / active EE | $8,629 | $3,104+178.0% | $3,871+122.9% | $2,757+213.0% |
| Participant deferral / active EE | $5,184 | $3,871+33.9% | $5,060+2.5% | $4,300+20.6% |
| Admin fee / account holder | $4,909 | $6,719-26.9% | $8,388-41.5% | $6,925-29.1% |