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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 | $55,195 | $104,098-47.0% | $140,514-60.7% | $94,015-41.3% |
| Participation rate | 98.0% | 73.7%+24.3pp | 77.8%+20.2pp | 70.8%+27.2pp |
| Annual return | 11.90% | 15.14%-3.2pp | 14.36%-2.5pp | 17.84%-5.9pp |
| Employer contribution / active EE | $5,565 | $2,388+133.0% | $3,378+64.7% | $2,790+99.5% |
| Participant deferral / active EE | $3,514 | $4,033-12.9% | $4,919-28.6% | $4,249-17.3% |
| Admin fee / account holder | $7,783 | $10,439-25.4% | $13,697-43.2% | $8,951-13.0% |