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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 | $56,135 | $46,877+19.7% | $122,354-54.1% | $70,124-19.9% |
| Participation rate | 95.9% | 58.2%+37.7pp | 71.6%+24.3pp | 69.5%+26.4pp |
| Annual return | 21.69% | 24.22%-2.5pp | 30.28%-8.6pp | 73.14%-51.4pp |
| Employer contribution / active EE | $5,007 | $1,288+288.6% | $4,051+23.6% | $2,342+113.7% |
| Participant deferral / active EE | $4,077 | $2,167+88.1% | $3,287+24.0% | $3,332+22.4% |
| Admin fee / account holder | $2,919 | $3,324-12.2% | $5,479-46.7% | $4,645-37.2% |