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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 | $59,926 | $85,515-29.9% | $112,040-46.5% | $67,986-11.9% |
| Participation rate | 90.9% | 68.2%+22.7pp | 76.5%+14.4pp | 57.2%+33.7pp |
| Annual return | 13.68% | 29.68%-16.0pp | 24.52%-10.8pp | 31.67%-18.0pp |
| Employer contribution / active EE | $3,386 | $2,191+54.6% | $2,954+14.6% | $2,019+67.7% |
| Participant deferral / active EE | $5,326 | $4,014+32.7% | $5,098+4.5% | $3,358+58.6% |
| Admin fee / account holder | $5,469 | $3,774+44.9% | $12,098-54.8% | $3,203+70.7% |