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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 | $52,537 | $86,922-39.6% | $102,438-48.7% | $80,874-35.0% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.6%+29.5pp |
| Annual return | 10.92% | 18.90%-8.0pp | 29.37%-18.5pp | 35.62%-24.7pp |
| Employer contribution / active EE | $7,135 | $2,369+201.1% | $3,024+136.0% | $2,756+158.9% |
| Participant deferral / active EE | $7,557 | $4,119+83.5% | $5,054+49.5% | $4,297+75.9% |
| Admin fee / account holder | $4,115 | $8,050-48.9% | $9,448-56.4% | $6,935-40.7% |