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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 | $77,460-22.0% | $100,378-39.8% | $80,925-25.4% |
| Participation rate | 94.3% | 76.9%+17.3pp | 81.5%+12.8pp | 67.7%+26.6pp |
| Annual return | 14.63% | 37.24%-22.6pp | 49.41%-34.8pp | 35.65%-21.0pp |
| Employer contribution / active EE | $4,634 | $2,801+65.4% | $3,942+17.6% | $2,756+68.1% |
| Participant deferral / active EE | $10,571 | $6,818+55.0% | $8,087+30.7% | $4,299+145.9% |
| Admin fee / account holder | $5,579 | $5,887-5.2% | $7,899-29.4% | $6,940-19.6% |