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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 | $53,897 | $77,814-30.7% | $158,223-65.9% | $86,983-38.0% |
| Participation rate | 96.4% | 68.4%+28.0pp | 79.2%+17.2pp | 69.5%+26.9pp |
| Annual return | 17.18% | 30.54%-13.4pp | 52.09%-34.9pp | 25.83%-8.6pp |
| Employer contribution / active EE | $6,507 | $2,592+151.0% | $4,109+58.4% | $2,584+151.8% |
| Participant deferral / active EE | $4,141 | $3,270+26.6% | $5,467-24.3% | $4,194-1.3% |
| Admin fee / account holder | $1,095 | $5,879-81.4% | $16,047-93.2% | $7,856-86.1% |