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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 | $57,042 | $111,814-49.0% | $103,378-44.8% | $145,978-60.9% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 15.06% | 24.80%-9.7pp | 24.91%-9.8pp | 550.52%-535.5pp |
| Employer contribution / active EE | $6,804 | $4,215+61.4% | $3,870+75.8% | $4,662+46.0% |
| Participant deferral / active EE | $5,465 | $5,618-2.7% | $5,058+8.0% | $6,690-18.3% |
| Admin fee / account holder | $4,010 | $9,764-58.9% | $8,401-52.3% | $13,400-70.1% |