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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 | $54,353 | $54,757-0.7% | $90,304-39.8% | $72,975-25.5% |
| Participation rate | 93.8% | 65.2%+28.6pp | 73.3%+20.5pp | 69.5%+24.3pp |
| Annual return | 20.62% | 30.63%-10.0pp | 78.13%-57.5pp | 81.01%-60.4pp |
| Employer contribution / active EE | $2,396 | $2,093+14.5% | $2,855-16.1% | $2,440-1.8% |
| Participant deferral / active EE | $7,309 | $2,887+153.2% | $3,885+88.1% | $3,608+102.6% |
| Admin fee / account holder | $7,298 | $3,973+83.7% | $5,354+36.3% | $5,124+42.4% |