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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 | $55,219 | $67,894-18.7% | $89,340-38.2% | $82,448-33.0% |
| Participation rate | 96.6% | 64.0%+32.5pp | 69.6%+27.0pp | 68.1%+28.5pp |
| Annual return | 19.54% | 19.21%+0.3pp | 20.57%-1.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $3,745 | $1,828+104.9% | $2,231+67.8% | $2,551+46.8% |
| Participant deferral / active EE | $6,542 | $3,072+112.9% | $3,823+71.1% | $4,139+58.0% |
| Admin fee / account holder | $2,146 | $5,723-62.5% | $6,704-68.0% | $7,234-70.3% |