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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 | $54,256 | $81,233-33.2% | $155,567-65.1% | $80,874-32.9% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 15.75% | 33.33%-17.6pp | 64.74%-49.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $4,182 | $3,101+34.9% | $4,674-10.5% | $2,756+51.8% |
| Participant deferral / active EE | $9,515 | $3,452+175.6% | $5,628+69.1% | $4,297+121.4% |
| Admin fee / account holder | $3,173 | $7,998-60.3% | $15,916-80.1% | $6,935-54.2% |