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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 | $50,134 | $106,524-52.9% | $152,301-67.1% | $87,485-42.7% |
| Participation rate | 97.9% | 75.8%+22.2pp | 82.4%+15.5pp | 68.9%+29.0pp |
| Annual return | 23.78% | 26.89%-3.1pp | 80.50%-56.7pp | 26.06%-2.3pp |
| Employer contribution / active EE | $6,080 | $3,371+80.3% | $4,624+31.5% | $2,596+134.2% |
| Participant deferral / active EE | $11,844 | $6,525+81.5% | $8,004+48.0% | $4,274+177.1% |
| Admin fee / account holder | $2,335 | $8,287-71.8% | $14,398-83.8% | $7,775-70.0% |