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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 | $61,939 | $81,358-23.9% | $155,556-60.2% | $80,959-23.5% |
| Participation rate | 98.0% | 66.3%+31.7pp | 78.2%+19.7pp | 67.7%+30.3pp |
| Annual return | 12.58% | 33.39%-20.8pp | 64.84%-52.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $5,590 | $3,106+80.0% | $4,675+19.6% | $2,757+102.7% |
| Participant deferral / active EE | $5,060 | $3,455+46.4% | $5,631-10.1% | $4,300+17.7% |
| Admin fee / account holder | $3,736 | $7,994-53.3% | $15,885-76.5% | $6,925-46.1% |