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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 | $55,158 | $81,504-32.3% | $102,437-46.2% | $80,959-31.9% |
| Participation rate | 97.7% | 66.9%+30.8pp | 74.5%+23.2pp | 67.7%+30.0pp |
| Annual return | 12.39% | 25.60%-13.2pp | 24.95%-12.6pp | 35.67%-23.3pp |
| Employer contribution / active EE | $6,588 | $3,104+112.3% | $3,871+70.2% | $2,757+138.9% |
| Participant deferral / active EE | $2,743 | $3,871-29.1% | $5,060-45.8% | $4,300-36.2% |
| Admin fee / account holder | $478 | $6,719-92.9% | $8,388-94.3% | $6,925-93.1% |