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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 | $65,653 | $77,460-15.2% | $100,378-34.6% | $80,925-18.9% |
| Participation rate | 85.1% | 76.9%+8.1pp | 81.5%+3.6pp | 67.7%+17.4pp |
| Annual return | 32.54% | 37.24%-4.7pp | 49.41%-16.9pp | 35.65%-3.1pp |
| Employer contribution / active EE | $5,338 | $2,801+90.6% | $3,942+35.4% | $2,756+93.7% |
| Participant deferral / active EE | $11,688 | $6,818+71.4% | $8,087+44.5% | $4,299+171.9% |
| Admin fee / account holder | $3,613 | $5,887-38.6% | $7,899-54.3% | $6,940-47.9% |