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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 | $44,543 | $60,349-26.2% | $74,184-40.0% | $62,881-29.2% |
| Participation rate | 84.0% | 72.7%+11.3pp | 76.6%+7.4pp | 69.3%+14.7pp |
| Annual return | 9.14% | 21.38%-12.2pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $3,655 | $1,680+117.5% | $2,370+54.2% | $2,281+60.2% |
| Participant deferral / active EE | $5,743 | $2,856+101.1% | $3,550+61.8% | $3,203+79.3% |
| Admin fee / account holder | $8,230 | $4,261+93.2% | $5,586+47.4% | $4,296+91.6% |