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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 | $53,325 | $77,472-31.2% | $100,415-46.9% | $80,959-34.1% |
| Participation rate | 96.9% | 76.9%+20.0pp | 81.5%+15.4pp | 67.7%+29.3pp |
| Annual return | 26.67% | 37.26%-10.6pp | 49.47%-22.8pp | 35.67%-9.0pp |
| Employer contribution / active EE | $5,999 | $2,800+114.2% | $3,943+52.1% | $2,757+117.6% |
| Participant deferral / active EE | $14,107 | $6,818+106.9% | $8,091+74.3% | $4,300+228.0% |
| Admin fee / account holder | $2,845 | $5,885-51.7% | $7,906-64.0% | $6,925-58.9% |