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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 | $58,132 | $94,436-38.4% | $115,599-49.7% | $82,637-29.7% |
| Participation rate | 96.2% | 70.4%+25.8pp | 74.3%+21.9pp | 68.1%+28.1pp |
| Annual return | 12.40% | 18.37%-6.0pp | 111.10%-98.7pp | 53.51%-41.1pp |
| Employer contribution / active EE | $2,985 | $2,324+28.5% | $2,955+1.0% | $2,552+17.0% |
| Participant deferral / active EE | $4,809 | $3,955+21.6% | $4,889-1.6% | $4,126+16.5% |
| Admin fee / account holder | $16,599 | $10,328+60.7% | $12,841+29.3% | $7,339+126.2% |