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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 | $81,476-32.3% | $102,383-46.1% | $80,925-31.8% |
| Participation rate | 97.7% | 66.8%+30.8pp | 74.5%+23.2pp | 67.7%+30.0pp |
| Annual return | 12.39% | 25.59%-13.2pp | 24.94%-12.5pp | 35.65%-23.3pp |
| Employer contribution / active EE | $6,588 | $3,105+112.2% | $3,870+70.2% | $2,756+139.0% |
| Participant deferral / active EE | $2,743 | $3,871-29.1% | $5,060-45.8% | $4,299-36.2% |
| Admin fee / account holder | $478 | $6,717-92.9% | $8,391-94.3% | $6,940-93.1% |