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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 | $77,523-31.2% | $100,383-46.9% | $80,874-34.1% |
| Participation rate | 96.9% | 77.0%+20.0pp | 81.5%+15.4pp | 67.6%+29.3pp |
| Annual return | 26.67% | 37.21%-10.5pp | 49.26%-22.6pp | 35.62%-8.9pp |
| Employer contribution / active EE | $5,999 | $2,801+114.1% | $3,944+52.1% | $2,756+117.7% |
| Participant deferral / active EE | $14,107 | $6,822+106.8% | $8,086+74.5% | $4,297+228.3% |
| Admin fee / account holder | $2,845 | $5,899-51.8% | $7,900-64.0% | $6,935-59.0% |