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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 | $50,994 | $106,524-52.1% | $152,301-66.5% | $87,485-41.7% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.4%+15.4pp | 68.9%+28.9pp |
| Annual return | 23.00% | 26.89%-3.9pp | 80.50%-57.5pp | 26.06%-3.1pp |
| Employer contribution / active EE | $4,453 | $3,371+32.1% | $4,624-3.7% | $2,596+71.5% |
| Participant deferral / active EE | $11,604 | $6,525+77.8% | $8,004+45.0% | $4,274+171.5% |
| Admin fee / account holder | $3,963 | $8,287-52.2% | $14,398-72.5% | $7,775-49.0% |