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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 | $60,409 | $77,472-22.0% | $100,415-39.8% | $80,959-25.4% |
| Participation rate | 94.3% | 76.9%+17.3pp | 81.5%+12.8pp | 67.7%+26.6pp |
| Annual return | 14.63% | 37.26%-22.6pp | 49.47%-34.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $4,634 | $2,800+65.5% | $3,943+17.5% | $2,757+68.1% |
| Participant deferral / active EE | $10,571 | $6,818+55.1% | $8,091+30.7% | $4,300+145.8% |
| Admin fee / account holder | $5,579 | $5,885-5.2% | $7,906-29.4% | $6,925-19.4% |