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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 | $57,057-4.4% | $85,009-35.8% | $80,874-32.6% |
| Participation rate | 93.1% | 56.4%+36.7pp | 67.5%+25.6pp | 67.6%+25.5pp |
| Annual return | 14.82% | 21.66%-6.8pp | 66.47%-51.6pp | 35.62%-20.8pp |
| Employer contribution / active EE | $3,502 | $1,799+94.7% | $2,728+28.4% | $2,756+27.1% |
| Participant deferral / active EE | $8,985 | $3,112+188.8% | $4,522+98.7% | $4,297+109.1% |
| Admin fee / account holder | $982 | $4,986-80.3% | $6,153-84.0% | $6,935-85.8% |