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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 | $58,958 | $88,370-33.3% | $112,977-47.8% | $79,856-26.2% |
| Participation rate | 86.5% | 76.8%+9.7pp | 82.6%+3.9pp | 69.6%+16.8pp |
| Annual return | 17.08% | 23.16%-6.1pp | 24.24%-7.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $5,163 | $3,398+51.9% | $4,255+21.3% | $2,471+108.9% |
| Participant deferral / active EE | $8,339 | $4,536+83.9% | $5,836+42.9% | $3,741+122.9% |
| Admin fee / account holder | $12,154 | $5,750+111.4% | $6,294+93.1% | $5,306+129.0% |