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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 | $41,559 | $57,140-27.3% | $85,240-51.2% | $80,959-48.7% |
| Participation rate | 84.1% | 56.4%+27.7pp | 67.5%+16.6pp | 67.7%+16.4pp |
| Annual return | 16.69% | 21.71%-5.0pp | 66.75%-50.1pp | 35.67%-19.0pp |
| Employer contribution / active EE | $5,543 | $1,802+207.6% | $2,735+102.7% | $2,757+101.1% |
| Participant deferral / active EE | $10,622 | $3,115+241.0% | $4,527+134.6% | $4,300+147.0% |
| Admin fee / account holder | $6,719 | $4,992+34.6% | $6,165+9.0% | $6,925-3.0% |