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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 | $81,446-34.9% | $103,374-48.7% | $80,874-34.4% |
| Participation rate | 94.3% | 66.9%+27.4pp | 74.5%+19.8pp | 67.6%+26.6pp |
| Annual return | 12.03% | 25.57%-13.5pp | 24.89%-12.9pp | 35.62%-23.6pp |
| Employer contribution / active EE | $5,609 | $3,107+80.5% | $3,869+45.0% | $2,756+103.5% |
| Participant deferral / active EE | $2,655 | $3,870-31.4% | $5,058-47.5% | $4,297-38.2% |
| Admin fee / account holder | $1,622 | $6,715-75.9% | $8,394-80.7% | $6,935-76.6% |