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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 | $61,226 | $89,532-31.6% | $103,431-40.8% | $80,911-24.3% |
| Participation rate | 92.1% | 76.0%+16.1pp | 80.5%+11.6pp | 67.6%+24.5pp |
| Annual return | 17.97% | 22.80%-4.8pp | 23.92%-5.9pp | 35.63%-17.7pp |
| Employer contribution / active EE | $4,985 | $4,023+23.9% | $4,678+6.6% | $2,756+80.9% |
| Participant deferral / active EE | $10,566 | $5,459+93.5% | $6,625+59.5% | $4,297+145.9% |
| Admin fee / account holder | $2,981 | $6,774-56.0% | $9,412-68.3% | $6,935-57.0% |