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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 | $44,087 | $81,487-45.9% | $102,412-57.0% | $80,935-45.5% |
| Participation rate | 94.9% | 66.8%+28.0pp | 74.5%+20.4pp | 67.7%+27.2pp |
| Annual return | 14.09% | 25.60%-11.5pp | 24.94%-10.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $5,827 | $3,103+87.8% | $3,870+50.6% | $2,757+111.4% |
| Participant deferral / active EE | $7,878 | $3,871+103.5% | $5,060+55.7% | $4,299+83.2% |
| Admin fee / account holder | $1,767 | $6,717-73.7% | $8,388-78.9% | $6,924-74.5% |