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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 | $57,140-4.5% | $85,240-36.0% | $80,959-32.6% |
| Participation rate | 93.1% | 56.4%+36.7pp | 67.5%+25.6pp | 67.7%+25.4pp |
| Annual return | 14.82% | 21.71%-6.9pp | 66.75%-51.9pp | 35.67%-20.8pp |
| Employer contribution / active EE | $3,502 | $1,802+94.3% | $2,735+28.0% | $2,757+27.0% |
| Participant deferral / active EE | $8,985 | $3,115+188.4% | $4,527+98.5% | $4,300+108.9% |
| Admin fee / account holder | $982 | $4,992-80.3% | $6,165-84.1% | $6,925-85.8% |