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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 | $54,549 | $57,073-4.4% | $85,126-35.9% | $80,925-32.6% |
| Participation rate | 93.1% | 56.4%+36.7pp | 67.5%+25.6pp | 67.7%+25.4pp |
| Annual return | 14.82% | 21.69%-6.9pp | 66.63%-51.8pp | 35.65%-20.8pp |
| Employer contribution / active EE | $3,502 | $1,801+94.5% | $2,731+28.2% | $2,756+27.1% |
| Participant deferral / active EE | $8,985 | $3,113+188.6% | $4,523+98.6% | $4,299+109.0% |
| Admin fee / account holder | $982 | $4,988-80.3% | $6,160-84.1% | $6,940-85.9% |