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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 | $81,358-33.3% | $155,556-65.1% | $80,959-33.0% |
| Participation rate | 96.4% | 66.3%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 15.75% | 33.39%-17.6pp | 64.84%-49.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $4,182 | $3,106+34.6% | $4,675-10.6% | $2,757+51.7% |
| Participant deferral / active EE | $9,515 | $3,455+175.4% | $5,631+69.0% | $4,300+121.3% |
| Admin fee / account holder | $3,173 | $7,994-60.3% | $15,885-80.0% | $6,925-54.2% |