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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 | $60,349 | $71,353-15.4% | $92,805-35.0% | $86,983-30.6% |
| Participation rate | 92.9% | 80.9%+12.0pp | 83.5%+9.3pp | 69.5%+23.3pp |
| Annual return | 16.88% | 44.68%-27.8pp | 31.59%-14.7pp | 25.83%-9.0pp |
| Employer contribution / active EE | $5,174 | $2,468+109.6% | $3,424+51.1% | $2,584+100.2% |
| Participant deferral / active EE | $10,803 | $6,966+55.1% | $8,448+27.9% | $4,194+157.6% |
| Admin fee / account holder | $12,145 | $6,099+99.1% | $10,911+11.3% | $7,856+54.6% |