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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 | $62,579 | $86,949-28.0% | $102,460-38.9% | $80,959-22.7% |
| Participation rate | 94.9% | 72.4%+22.5pp | 76.5%+18.4pp | 67.7%+27.2pp |
| Annual return | 16.22% | 18.89%-2.7pp | 29.47%-13.3pp | 35.67%-19.4pp |
| Employer contribution / active EE | $9,633 | $2,370+306.5% | $3,025+218.4% | $2,757+249.4% |
| Participant deferral / active EE | $17,210 | $4,121+317.6% | $5,056+240.4% | $4,300+300.2% |
| Admin fee / account holder | $3,518 | $8,048-56.3% | $9,460-62.8% | $6,925-49.2% |