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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 | $61,783 | $56,054+10.2% | $171,082-63.9% | $62,881-1.7% |
| Participation rate | 97.8% | 62.9%+35.0pp | 76.7%+21.1pp | 69.3%+28.5pp |
| Annual return | 11.70% | 22.52%-10.8pp | 32.56%-20.9pp | 20.14%-8.4pp |
| Employer contribution / active EE | $4,228 | $1,731+144.2% | $4,002+5.6% | $2,281+85.4% |
| Participant deferral / active EE | $6,047 | $3,158+91.5% | $4,797+26.1% | $3,203+88.8% |
| Admin fee / account holder | $2,286 | $3,647-37.3% | $8,520-73.2% | $4,296-46.8% |