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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 | $56,636 | $81,504-30.5% | $102,437-44.7% | $80,959-30.0% |
| Participation rate | 93.5% | 66.9%+26.7pp | 74.5%+19.0pp | 67.7%+25.9pp |
| Annual return | 13.86% | 25.60%-11.7pp | 24.95%-11.1pp | 35.67%-21.8pp |
| Employer contribution / active EE | $6,569 | $3,104+111.7% | $3,871+69.7% | $2,757+138.3% |
| Participant deferral / active EE | $6,149 | $3,871+58.9% | $5,060+21.5% | $4,300+43.0% |
| Admin fee / account holder | $2,671 | $6,719-60.2% | $8,388-68.2% | $6,925-61.4% |