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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 | $61,853 | $76,551-19.2% | $123,894-50.1% | $62,881-1.6% |
| Participation rate | 95.9% | 73.0%+22.9pp | 81.4%+14.5pp | 69.3%+26.6pp |
| Annual return | 7.23% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $5,336 | $2,882+85.1% | $4,617+15.6% | $2,281+133.9% |
| Participant deferral / active EE | $9,417 | $4,840+94.6% | $5,984+57.4% | $3,203+194.0% |
| Admin fee / account holder | $7,124 | $4,826+47.6% | $8,357-14.8% | $4,296+65.8% |