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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 | $57,367 | $135,956-57.8% | $123,894-53.7% | $273,972-79.1% |
| Participation rate | 95.8% | 84.1%+11.8pp | 81.4%+14.4pp | 83.0%+12.8pp |
| Annual return | 12.95% | 56.63%-43.7pp | 47.52%-34.6pp | 41.46%-28.5pp |
| Employer contribution / active EE | $3,265 | $5,170-36.8% | $4,617-29.3% | $4,869-32.9% |
| Participant deferral / active EE | $8,025 | $6,343+26.5% | $5,984+34.1% | $5,287+51.8% |
| Admin fee / account holder | $3,278 | $9,817-66.6% | $8,357-60.8% | $10,133-67.7% |