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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 | $54,670 | $58,523-6.6% | $99,475-45.0% | $72,975-25.1% |
| Participation rate | 97.4% | 64.6%+32.7pp | 73.8%+23.5pp | 69.5%+27.9pp |
| Annual return | 21.24% | 28.51%-7.3pp | 30.72%-9.5pp | 81.01%-59.8pp |
| Employer contribution / active EE | $2,735 | $1,512+80.9% | $2,540+7.7% | $2,440+12.1% |
| Participant deferral / active EE | $6,093 | $2,606+133.8% | $3,619+68.4% | $3,608+68.9% |
| Admin fee / account holder | $13,210 | $4,102+222.0% | $6,252+111.3% | $5,124+157.8% |