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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 | $50,568 | $63,365-20.2% | $91,994-45.0% | $72,975-30.7% |
| Participation rate | 97.5% | 72.5%+25.0pp | 78.6%+18.9pp | 69.5%+28.0pp |
| Annual return | 26.21% | 35.35%-9.1pp | 69.04%-42.8pp | 81.01%-54.8pp |
| Employer contribution / active EE | $4,794 | $2,116+126.6% | $3,453+38.9% | $2,440+96.5% |
| Participant deferral / active EE | $6,406 | $4,883+31.2% | $5,924+8.1% | $3,608+77.6% |
| Admin fee / account holder | $1,874 | $4,670-59.9% | $7,744-75.8% | $5,124-63.4% |