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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 | $59,235 | $108,825-45.6% | $156,181-62.1% | $82,448-28.2% |
| Participation rate | 96.7% | 72.4%+24.3pp | 78.8%+17.8pp | 68.1%+28.6pp |
| Annual return | 18.23% | 20.59%-2.4pp | 64.87%-46.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $4,183 | $2,870+45.7% | $4,294-2.6% | $2,551+64.0% |
| Participant deferral / active EE | $4,244 | $4,577-7.3% | $6,132-30.8% | $4,139+2.5% |
| Admin fee / account holder | $3,551 | $9,341-62.0% | $14,586-75.7% | $7,234-50.9% |