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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 | $58,189 | $81,476-28.6% | $102,383-43.2% | $80,925-28.1% |
| Participation rate | 97.4% | 66.8%+30.6pp | 74.5%+22.9pp | 67.7%+29.8pp |
| Annual return | 17.41% | 25.59%-8.2pp | 24.94%-7.5pp | 35.65%-18.2pp |
| Employer contribution / active EE | $3,859 | $3,105+24.3% | $3,870-0.3% | $2,756+40.0% |
| Participant deferral / active EE | $9,675 | $3,871+149.9% | $5,060+91.2% | $4,299+125.1% |
| Admin fee / account holder | $6,565 | $6,717-2.3% | $8,391-21.8% | $6,940-5.4% |