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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 | $51,823 | $54,297-4.6% | $97,032-46.6% | $65,306-20.6% |
| Participation rate | 83.6% | 42.3%+41.3pp | 71.6%+12.1pp | 57.7%+25.9pp |
| Annual return | 17.92% | 21.17%-3.2pp | 35.38%-17.5pp | 21.94%-4.0pp |
| Employer contribution / active EE | $3,669 | $1,365+168.8% | $2,629+39.6% | $1,967+86.5% |
| Participant deferral / active EE | $6,653 | $2,259+194.5% | $4,672+42.4% | $2,959+124.8% |
| Admin fee / account holder | $4,120 | $3,744+10.0% | $9,418-56.2% | $3,480+18.4% |