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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 | $43,545 | $101,795-57.2% | $165,100-73.6% | $80,959-46.2% |
| Participation rate | 96.9% | 71.8%+25.0pp | 78.6%+18.3pp | 67.7%+29.2pp |
| Annual return | 14.67% | 16.73%-2.1pp | 70.21%-55.5pp | 35.67%-21.0pp |
| Employer contribution / active EE | $5,639 | $2,954+90.9% | $4,348+29.7% | $2,757+104.5% |
| Participant deferral / active EE | $11,855 | $4,476+164.9% | $6,035+96.4% | $4,300+175.7% |
| Admin fee / account holder | $3,884 | $8,221-52.8% | $12,696-69.4% | $6,925-43.9% |