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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 | $50,619 | $77,472-34.7% | $100,415-49.6% | $80,959-37.5% |
| Participation rate | 94.0% | 76.9%+17.1pp | 81.5%+12.5pp | 67.7%+26.3pp |
| Annual return | 16.55% | 37.26%-20.7pp | 49.47%-32.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $3,309 | $2,800+18.1% | $3,943-16.1% | $2,757+20.0% |
| Participant deferral / active EE | $11,719 | $6,818+71.9% | $8,091+44.8% | $4,300+172.5% |
| Admin fee / account holder | $9,613 | $5,885+63.4% | $7,906+21.6% | $6,925+38.8% |