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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 | $51,844 | $77,460-33.1% | $100,378-48.4% | $80,925-35.9% |
| Participation rate | 84.2% | 76.9%+7.3pp | 81.5%+2.7pp | 67.7%+16.6pp |
| Annual return | 12.73% | 37.24%-24.5pp | 49.41%-36.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $5,278 | $2,801+88.4% | $3,942+33.9% | $2,756+91.5% |
| Participant deferral / active EE | $8,445 | $6,818+23.9% | $8,087+4.4% | $4,299+96.5% |
| Admin fee / account holder | $7,995 | $5,887+35.8% | $7,899+1.2% | $6,940+15.2% |