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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 | $55,943 | $101,795-45.0% | $165,100-66.1% | $80,959-30.9% |
| Participation rate | 88.9% | 71.8%+17.1pp | 78.6%+10.3pp | 67.7%+21.2pp |
| Annual return | 12.37% | 16.73%-4.4pp | 70.21%-57.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $4,257 | $2,954+44.1% | $4,348-2.1% | $2,757+54.4% |
| Participant deferral / active EE | $6,524 | $4,476+45.8% | $6,035+8.1% | $4,300+51.7% |
| Admin fee / account holder | $2,593 | $8,221-68.5% | $12,696-79.6% | $6,925-62.6% |