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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 | $95,453-42.4% | $112,040-51.0% | $82,448-33.4% |
| Participation rate | 98.0% | 72.8%+25.3pp | 76.5%+21.5pp | 68.1%+30.0pp |
| Annual return | 19.62% | 23.92%-4.3pp | 24.52%-4.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $5,126 | $2,318+121.2% | $2,954+73.5% | $2,551+100.9% |
| Participant deferral / active EE | $9,652 | $4,224+128.5% | $5,098+89.3% | $4,139+133.2% |
| Admin fee / account holder | $13,793 | $9,013+53.0% | $12,098+14.0% | $7,234+90.7% |