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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 | $37,176 | $83,898-55.7% | $133,346-72.1% | $94,015-60.5% |
| Participation rate | 87.9% | 63.4%+24.5pp | 72.8%+15.0pp | 70.8%+17.1pp |
| Annual return | 15.87% | 16.00%-0.1pp | 36.85%-21.0pp | 17.84%-2.0pp |
| Employer contribution / active EE | $5,876 | $1,821+222.7% | $2,853+105.9% | $2,790+110.6% |
| Participant deferral / active EE | $11,975 | $3,245+269.1% | $4,332+176.4% | $4,249+181.8% |
| Admin fee / account holder | $10,027 | $7,809+28.4% | $14,264-29.7% | $8,951+12.0% |