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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 | $55,867 | $69,273-19.4% | $90,796-38.5% | $82,637-32.4% |
| Participation rate | 90.4% | 64.0%+26.4pp | 69.5%+20.9pp | 68.1%+22.4pp |
| Annual return | 18.60% | 18.37%+0.2pp | 19.29%-0.7pp | 53.51%-34.9pp |
| Employer contribution / active EE | $4,737 | $1,865+153.9% | $2,294+106.5% | $2,552+85.6% |
| Participant deferral / active EE | $12,840 | $3,047+321.3% | $3,822+236.0% | $4,126+211.2% |
| Admin fee / account holder | $9,932 | $5,511+80.2% | $7,024+41.4% | $7,339+35.3% |