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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 | $57,211 | $76,551-25.3% | $123,894-53.8% | $62,881-9.0% |
| Participation rate | 95.7% | 73.0%+22.7pp | 81.4%+14.2pp | 69.3%+26.3pp |
| Annual return | 12.76% | 18.68%-5.9pp | 47.52%-34.8pp | 20.14%-7.4pp |
| Employer contribution / active EE | $3,947 | $2,882+36.9% | $4,617-14.5% | $2,281+73.0% |
| Participant deferral / active EE | $9,192 | $4,840+89.9% | $5,984+53.6% | $3,203+187.0% |
| Admin fee / account holder | $9,196 | $4,826+90.6% | $8,357+10.0% | $4,296+114.1% |