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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 | $52,543 | $76,551-31.4% | $123,894-57.6% | $62,881-16.4% |
| Participation rate | 95.8% | 73.0%+22.8pp | 81.4%+14.4pp | 69.3%+26.5pp |
| Annual return | 9.24% | 18.68%-9.4pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $5,715 | $2,882+98.3% | $4,617+23.8% | $2,281+150.6% |
| Participant deferral / active EE | $7,614 | $4,840+57.3% | $5,984+27.2% | $3,203+137.7% |
| Admin fee / account holder | $548 | $4,826-88.6% | $8,357-93.4% | $4,296-87.2% |