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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 | $53,495 | $54,763-2.3% | $90,324-40.8% | $72,976-26.7% |
| Participation rate | 96.0% | 65.2%+30.8pp | 73.3%+22.7pp | 69.5%+26.5pp |
| Annual return | 18.75% | 30.63%-11.9pp | 78.15%-59.4pp | 81.02%-62.3pp |
| Employer contribution / active EE | $3,879 | $2,093+85.3% | $2,856+35.8% | $2,440+59.0% |
| Participant deferral / active EE | $4,276 | $2,887+48.1% | $3,885+10.1% | $3,608+18.5% |
| Admin fee / account holder | $1,983 | $3,973-50.1% | $5,356-63.0% | $5,124-61.3% |