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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 | $59,809 | $78,520-23.8% | $96,576-38.1% | $82,448-27.5% |
| Participation rate | 97.6% | 77.7%+19.9pp | 81.4%+16.2pp | 68.1%+29.6pp |
| Annual return | 19.88% | 41.30%-21.4pp | 38.47%-18.6pp | 41.64%-21.8pp |
| Employer contribution / active EE | $3,208 | $2,630+22.0% | $3,553-9.7% | $2,551+25.8% |
| Participant deferral / active EE | $9,367 | $6,754+38.7% | $7,956+17.7% | $4,139+126.3% |
| Admin fee / account holder | $4,064 | $13,455-69.8% | $11,381-64.3% | $7,234-43.8% |