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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 | $57,119-4.5% | $85,187-36.0% | $80,935-32.6% |
| Participation rate | 93.1% | 56.4%+36.7pp | 67.5%+25.6pp | 67.7%+25.4pp |
| Annual return | 14.82% | 21.70%-6.9pp | 66.67%-51.8pp | 35.66%-20.8pp |
| Employer contribution / active EE | $3,502 | $1,802+94.4% | $2,732+28.2% | $2,757+27.0% |
| Participant deferral / active EE | $8,985 | $3,115+188.5% | $4,525+98.6% | $4,299+109.0% |
| Admin fee / account holder | $982 | $4,990-80.3% | $6,162-84.1% | $6,924-85.8% |