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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 | $81,850 | $97,648-16.2% | $121,663-32.7% | $87,485-6.4% |
| Participation rate | 91.5% | 70.5%+21.0pp | 74.5%+17.0pp | 68.9%+22.5pp |
| Annual return | 12.26% | 18.03%-5.8pp | 147.54%-135.3pp | 26.06%-13.8pp |
| Employer contribution / active EE | $5,149 | $2,300+123.8% | $3,020+70.5% | $2,596+98.3% |
| Participant deferral / active EE | $5,842 | $3,923+48.9% | $4,887+19.5% | $4,274+36.7% |
| Admin fee / account holder | $11,541 | $11,100+4.0% | $14,289-19.2% | $7,775+48.4% |