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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 | $28,479 | $70,475-59.6% | $100,530-71.7% | $79,858-64.3% |
| Participation rate | 94.3% | 73.7%+20.6pp | 79.4%+14.9pp | 69.6%+24.7pp |
| Annual return | 20.97% | 21.90%-0.9pp | 30.89%-9.9pp | 31.72%-10.7pp |
| Employer contribution / active EE | $5,379 | $2,165+148.5% | $3,418+57.4% | $2,471+117.7% |
| Participant deferral / active EE | $12,943 | $5,181+149.8% | $6,271+106.4% | $3,740+246.0% |
| Admin fee / account holder | $3,836 | $4,478-14.3% | $8,083-52.5% | $5,306-27.7% |