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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 | $57,829 | $73,988-21.8% | $96,538-40.1% | $75,177-23.1% |
| Participation rate | 96.8% | 66.4%+30.4pp | 74.3%+22.5pp | 67.2%+29.6pp |
| Annual return | 20.69% | 26.73%-6.0pp | 35.74%-15.0pp | 160.75%-140.1pp |
| Employer contribution / active EE | $3,819 | $2,930+30.3% | $3,740+2.1% | $2,671+43.0% |
| Participant deferral / active EE | $5,192 | $3,660+41.8% | $4,880+6.4% | $4,126+25.8% |
| Admin fee / account holder | $4,415 | $5,220-15.4% | $6,737-34.5% | $5,651-21.9% |