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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 | $56,022 | $57,057-1.8% | $85,009-34.1% | $80,874-30.7% |
| Participation rate | 96.5% | 56.4%+40.1pp | 67.5%+29.0pp | 67.6%+28.8pp |
| Annual return | 14.15% | 21.66%-7.5pp | 66.47%-52.3pp | 35.62%-21.5pp |
| Employer contribution / active EE | $3,752 | $1,799+108.6% | $2,728+37.5% | $2,756+36.2% |
| Participant deferral / active EE | $6,770 | $3,112+117.6% | $4,522+49.7% | $4,297+57.6% |
| Admin fee / account holder | $10,822 | $4,986+117.1% | $6,153+75.9% | $6,935+56.0% |