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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 | $56,223 | $86,919-35.3% | $102,457-45.1% | $80,911-30.5% |
| Participation rate | 96.1% | 72.4%+23.7pp | 76.5%+19.6pp | 67.6%+28.4pp |
| Annual return | 15.02% | 18.90%-3.9pp | 29.41%-14.4pp | 35.63%-20.6pp |
| Employer contribution / active EE | $5,320 | $2,368+124.6% | $3,022+76.0% | $2,756+93.0% |
| Participant deferral / active EE | $8,571 | $4,119+108.1% | $5,054+69.6% | $4,297+99.5% |
| Admin fee / account holder | $5,952 | $8,049-26.1% | $9,451-37.0% | $6,935-14.2% |