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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 | $101,752-45.0% | $164,928-66.1% | $80,911-30.9% |
| Participation rate | 88.9% | 71.8%+17.0pp | 78.6%+10.3pp | 67.6%+21.2pp |
| Annual return | 12.37% | 16.73%-4.4pp | 70.08%-57.7pp | 35.63%-23.3pp |
| Employer contribution / active EE | $4,257 | $2,953+44.2% | $4,343-2.0% | $2,756+54.5% |
| Participant deferral / active EE | $6,524 | $4,477+45.7% | $6,034+8.1% | $4,297+51.8% |
| Admin fee / account holder | $2,593 | $8,218-68.4% | $12,684-79.6% | $6,935-62.6% |