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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 | $53,789 | $78,428-31.4% | $95,960-43.9% | $79,852-32.6% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.1%+19.1pp | 69.6%+26.5pp |
| Annual return | 14.88% | 19.37%-4.5pp | 91.63%-76.8pp | 31.72%-16.8pp |
| Employer contribution / active EE | $2,874 | $1,945+47.8% | $2,541+13.1% | $2,471+16.3% |
| Participant deferral / active EE | $5,222 | $3,440+51.8% | $4,167+25.3% | $3,740+39.6% |
| Admin fee / account holder | $6,096 | $5,622+8.4% | $6,797-10.3% | $5,306+14.9% |