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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 | $55,990 | $76,551-26.9% | $123,894-54.8% | $62,881-11.0% |
| Participation rate | 94.5% | 73.0%+21.5pp | 81.4%+13.1pp | 69.3%+25.2pp |
| Annual return | 8.67% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,162 | $2,882-25.0% | $4,617-53.2% | $2,281-5.2% |
| Participant deferral / active EE | $5,948 | $4,840+22.9% | $5,984-0.6% | $3,203+85.7% |
| Admin fee / account holder | $9,455 | $4,826+95.9% | $8,357+13.1% | $4,296+120.1% |