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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 | $61,756 | $57,119+8.1% | $85,187-27.5% | $80,935-23.7% |
| Participation rate | 92.6% | 56.4%+36.2pp | 67.5%+25.1pp | 67.7%+24.9pp |
| Annual return | 19.83% | 21.70%-1.9pp | 66.67%-46.8pp | 35.66%-15.8pp |
| Employer contribution / active EE | $5,367 | $1,802+197.9% | $2,732+96.4% | $2,757+94.7% |
| Participant deferral / active EE | $11,208 | $3,115+259.8% | $4,525+147.7% | $4,299+160.7% |
| Admin fee / account holder | $7,382 | $4,990+47.9% | $6,162+19.8% | $6,924+6.6% |