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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 | $57,466 | $72,269-20.5% | $101,271-43.3% | $79,852-28.0% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | 13.01% | 22.29%-9.3pp | 46.48%-33.5pp | 31.72%-18.7pp |
| Employer contribution / active EE | $5,329 | $2,692+98.0% | $3,660+45.6% | $2,471+115.7% |
| Participant deferral / active EE | $2,974 | $3,282-9.4% | $4,371-32.0% | $3,740-20.5% |
| Admin fee / account holder | $6,694 | $4,401+52.1% | $5,948+12.5% | $5,306+26.1% |