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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 | $52,600 | $93,598-43.8% | $135,974-61.3% | $75,173-30.0% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.8pp | 67.2%+31.5pp |
| Annual return | 21.09% | 30.89%-9.8pp | 68.30%-47.2pp | 160.72%-139.6pp |
| Employer contribution / active EE | $5,352 | $3,538+51.3% | $4,859+10.2% | $2,671+100.4% |
| Participant deferral / active EE | $5,953 | $6,405-7.1% | $7,760-23.3% | $4,126+44.3% |
| Admin fee / account holder | $3,370 | $6,978-51.7% | $10,767-68.7% | $5,651-40.4% |