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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 | $54,947 | $97,550-43.7% | $120,344-54.3% | $87,485-37.2% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.7%+21.3pp | 68.9%+29.1pp |
| Annual return | 19.62% | 18.41%+1.2pp | 20.30%-0.7pp | 26.06%-6.4pp |
| Employer contribution / active EE | $5,126 | $2,291+123.8% | $3,020+69.7% | $2,596+97.4% |
| Participant deferral / active EE | $9,652 | $4,230+128.2% | $5,135+88.0% | $4,274+125.8% |
| Admin fee / account holder | $13,793 | $9,543+44.5% | $12,742+8.2% | $7,775+77.4% |