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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 | $56,837 | $57,119-0.5% | $85,187-33.3% | $80,935-29.8% |
| Participation rate | 89.5% | 56.4%+33.1pp | 67.5%+22.0pp | 67.7%+21.8pp |
| Annual return | 27.08% | 21.70%+5.4pp | 66.67%-39.6pp | 35.66%-8.6pp |
| Employer contribution / active EE | $6,198 | $1,802+244.1% | $2,732+126.8% | $2,757+124.8% |
| Participant deferral / active EE | $13,101 | $3,115+320.6% | $4,525+189.5% | $4,299+204.7% |
| Admin fee / account holder | $5,796 | $4,990+16.1% | $6,162-5.9% | $6,924-16.3% |