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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 | $86,940-38.0% | $102,434-47.4% | $80,935-33.4% |
| Participation rate | 79.3% | 72.4%+6.9pp | 76.5%+2.8pp | 67.7%+11.6pp |
| Annual return | 12.68% | 18.89%-6.2pp | 29.46%-16.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $4,661 | $2,370+96.7% | $3,023+54.2% | $2,757+69.1% |
| Participant deferral / active EE | $7,124 | $4,121+72.9% | $5,055+40.9% | $4,299+65.7% |
| Admin fee / account holder | $9,012 | $8,047+12.0% | $9,462-4.8% | $6,924+30.1% |