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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 | $57,460 | $99,875-42.5% | $146,866-60.9% | $86,983-33.9% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.5%+13.3pp | 69.5%+26.3pp |
| Annual return | 22.27% | 28.10%-5.8pp | 102.85%-80.6pp | 25.83%-3.6pp |
| Employer contribution / active EE | $3,109 | $3,224-3.6% | $4,425-29.7% | $2,584+20.3% |
| Participant deferral / active EE | $4,903 | $6,322-22.4% | $7,759-36.8% | $4,194+16.9% |
| Admin fee / account holder | $4,296 | $7,838-45.2% | $13,620-68.5% | $7,856-45.3% |