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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 | $53,912 | $86,922-38.0% | $102,438-47.4% | $80,874-33.3% |
| Participation rate | 79.3% | 72.4%+6.9pp | 76.5%+2.8pp | 67.6%+11.7pp |
| Annual return | 12.68% | 18.90%-6.2pp | 29.37%-16.7pp | 35.62%-22.9pp |
| Employer contribution / active EE | $4,661 | $2,369+96.7% | $3,024+54.1% | $2,756+69.1% |
| Participant deferral / active EE | $7,124 | $4,119+73.0% | $5,054+41.0% | $4,297+65.8% |
| Admin fee / account holder | $9,012 | $8,050+12.0% | $9,448-4.6% | $6,935+29.9% |