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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 | $59,061 | $75,541-21.8% | $152,093-61.2% | $82,637-28.5% |
| Participation rate | 90.6% | 66.5%+24.1pp | 77.8%+12.9pp | 68.1%+22.6pp |
| Annual return | 14.39% | 32.56%-18.2pp | 66.36%-52.0pp | 53.51%-39.1pp |
| Employer contribution / active EE | $5,129 | $2,622+95.6% | $4,175+22.9% | $2,552+101.0% |
| Participant deferral / active EE | $4,773 | $3,206+48.9% | $5,451-12.4% | $4,126+15.7% |
| Admin fee / account holder | $1,342 | $6,405-79.1% | $14,497-90.7% | $7,339-81.7% |