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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 | $30,456 | $81,476-62.6% | $102,383-70.3% | $80,925-62.4% |
| Participation rate | 82.8% | 66.8%+15.9pp | 74.5%+8.2pp | 67.7%+15.1pp |
| Annual return | 13.97% | 25.59%-11.6pp | 24.94%-11.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $8,832 | $3,105+184.5% | $3,870+128.2% | $2,756+220.4% |
| Participant deferral / active EE | $6,446 | $3,871+66.5% | $5,060+27.4% | $4,299+50.0% |
| Admin fee / account holder | $5,236 | $6,717-22.1% | $8,391-37.6% | $6,940-24.6% |