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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 | $73,787-49.6% | $98,716-62.3% | $82,448-54.9% |
| Participation rate | 87.9% | 61.4%+26.5pp | 69.3%+18.6pp | 68.1%+19.8pp |
| Annual return | 15.87% | 18.57%-2.7pp | 31.81%-15.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $5,876 | $1,511+288.8% | $2,279+157.9% | $2,551+130.3% |
| Participant deferral / active EE | $11,975 | $3,081+288.6% | $4,048+195.8% | $4,139+189.3% |
| Admin fee / account holder | $10,027 | $6,500+54.3% | $8,703+15.2% | $7,234+38.6% |