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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 | $53,710 | $106,524-49.6% | $152,301-64.7% | $87,485-38.6% |
| Participation rate | 97.2% | 75.8%+21.5pp | 82.4%+14.8pp | 68.9%+28.3pp |
| Annual return | 23.07% | 26.89%-3.8pp | 80.50%-57.4pp | 26.06%-3.0pp |
| Employer contribution / active EE | $7,061 | $3,371+109.5% | $4,624+52.7% | $2,596+172.0% |
| Participant deferral / active EE | $15,187 | $6,525+132.8% | $8,004+89.8% | $4,274+255.4% |
| Admin fee / account holder | $8,548 | $8,287+3.2% | $14,398-40.6% | $7,775+10.0% |