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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 | $61,734 | $64,359-4.1% | $90,161-31.5% | $70,124-12.0% |
| Participation rate | 95.2% | 70.4%+24.8pp | 76.9%+18.4pp | 69.5%+25.7pp |
| Annual return | 16.11% | 28.13%-12.0pp | 34.89%-18.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $4,800 | $2,046+134.7% | $3,318+44.7% | $2,342+104.9% |
| Participant deferral / active EE | $14,157 | $4,389+222.6% | $5,287+167.7% | $3,332+324.9% |
| Admin fee / account holder | $4,655 | $3,945+18.0% | $5,943-21.7% | $4,645+0.2% |