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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 | $86,922-28.0% | $102,438-38.9% | $80,874-22.6% |
| Participation rate | 94.9% | 72.4%+22.5pp | 76.5%+18.4pp | 67.6%+27.2pp |
| Annual return | 16.22% | 18.90%-2.7pp | 29.37%-13.1pp | 35.62%-19.4pp |
| Employer contribution / active EE | $9,633 | $2,369+306.6% | $3,024+218.6% | $2,756+249.6% |
| Participant deferral / active EE | $17,210 | $4,119+317.8% | $5,054+240.6% | $4,297+300.5% |
| Admin fee / account holder | $3,518 | $8,050-56.3% | $9,448-62.8% | $6,935-49.3% |