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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 | $52,779 | $72,273-27.0% | $101,275-47.9% | $79,856-33.9% |
| Participation rate | 91.8% | 68.5%+23.4pp | 75.8%+16.0pp | 69.6%+22.2pp |
| Annual return | 13.19% | 22.30%-9.1pp | 46.48%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,791 | $2,691+3.7% | $3,660-23.8% | $2,471+12.9% |
| Participant deferral / active EE | $6,401 | $3,282+95.1% | $4,371+46.5% | $3,741+71.1% |
| Admin fee / account holder | $9,810 | $4,401+122.9% | $5,948+64.9% | $5,306+84.9% |