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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 | $57,061-27.2% | $85,063-51.1% | $80,911-48.6% |
| Participation rate | 84.1% | 56.3%+27.7pp | 67.5%+16.6pp | 67.6%+16.4pp |
| Annual return | 16.69% | 21.66%-5.0pp | 66.54%-49.8pp | 35.63%-18.9pp |
| Employer contribution / active EE | $5,543 | $1,799+208.2% | $2,727+103.3% | $2,756+101.1% |
| Participant deferral / active EE | $10,622 | $3,110+241.5% | $4,523+134.9% | $4,297+147.2% |
| Admin fee / account holder | $6,719 | $4,986+34.7% | $6,155+9.2% | $6,935-3.1% |