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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 | $50,537 | $48,076+5.1% | $78,693-35.8% | $62,891-19.6% |
| Participation rate | 93.9% | 65.2%+28.7pp | 73.6%+20.4pp | 69.3%+24.6pp |
| Annual return | 7.20% | 31.35%-24.2pp | 62.18%-55.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,505 | $2,015+24.3% | $2,850-12.1% | $2,281+9.8% |
| Participant deferral / active EE | $7,260 | $2,588+180.6% | $3,517+106.4% | $3,203+126.7% |
| Admin fee / account holder | $6,512 | $3,207+103.0% | $4,511+44.4% | $4,296+51.6% |