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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 | $53,381 | $56,287-5.2% | $80,977-34.1% | $62,881-15.1% |
| Participation rate | 95.7% | 68.9%+26.8pp | 75.8%+19.9pp | 69.3%+26.4pp |
| Annual return | 7.97% | 22.13%-14.2pp | 17.11%-9.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $4,190 | $1,943+115.7% | $3,715+12.8% | $2,281+83.7% |
| Participant deferral / active EE | $7,603 | $4,196+81.2% | $5,696+33.5% | $3,203+137.4% |
| Admin fee / account holder | $3,578 | $3,742-4.4% | $5,517-35.1% | $4,296-16.7% |