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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 | $58,407 | $63,456-8.0% | $100,712-42.0% | $64,097-8.9% |
| Participation rate | 90.4% | 49.7%+40.8pp | 69.3%+21.2pp | 55.2%+35.2pp |
| Annual return | 20.36% | 19.65%+0.7pp | 33.27%-12.9pp | 34.64%-14.3pp |
| Employer contribution / active EE | $2,628 | $1,003+162.1% | $2,313+13.6% | $1,891+38.9% |
| Participant deferral / active EE | $5,355 | $2,463+117.4% | $4,085+31.1% | $3,080+73.9% |
| Admin fee / account holder | $8,888 | $4,808+84.9% | $9,256-4.0% | $3,454+157.3% |