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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 | $53,043 | $81,476-34.9% | $102,383-48.2% | $80,925-34.5% |
| Participation rate | 94.3% | 66.8%+27.4pp | 74.5%+19.8pp | 67.7%+26.6pp |
| Annual return | 12.03% | 25.59%-13.6pp | 24.94%-12.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $5,609 | $3,105+80.7% | $3,870+44.9% | $2,756+103.5% |
| Participant deferral / active EE | $2,655 | $3,871-31.4% | $5,060-47.5% | $4,299-38.2% |
| Admin fee / account holder | $1,622 | $6,717-75.9% | $8,391-80.7% | $6,940-76.6% |