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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 | $94,031-38.2% | $115,768-49.8% | $82,448-29.5% |
| Participation rate | 96.2% | 70.4%+25.8pp | 74.4%+21.8pp | 68.1%+28.1pp |
| Annual return | 12.40% | 20.61%-8.2pp | 100.46%-88.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,985 | $2,323+28.5% | $2,940+1.6% | $2,551+17.0% |
| Participant deferral / active EE | $4,809 | $3,972+21.1% | $4,917-2.2% | $4,139+16.2% |
| Admin fee / account holder | $16,599 | $10,249+62.0% | $12,439+33.4% | $7,234+129.4% |