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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 | $55,388 | $106,749-48.1% | $145,433-61.9% | $82,448-32.8% |
| Participation rate | 97.1% | 75.6%+21.5pp | 82.1%+15.0pp | 68.1%+29.1pp |
| Annual return | 17.86% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,708 | $3,444-21.4% | $4,554-40.5% | $2,551+6.1% |
| Participant deferral / active EE | $9,863 | $6,519+51.3% | $7,897+24.9% | $4,139+138.3% |
| Admin fee / account holder | $10,508 | $8,390+25.2% | $13,129-20.0% | $7,234+45.2% |