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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 | $53,167 | $106,749-50.2% | $145,433-63.4% | $82,448-35.5% |
| Participation rate | 94.7% | 75.6%+19.1pp | 82.1%+12.6pp | 68.1%+26.7pp |
| Annual return | 16.57% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $3,979 | $3,444+15.5% | $4,554-12.6% | $2,551+56.0% |
| Participant deferral / active EE | $8,583 | $6,519+31.7% | $7,897+8.7% | $4,139+107.4% |
| Admin fee / account holder | $15,403 | $8,390+83.6% | $13,129+17.3% | $7,234+112.9% |