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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 | $99,875-44.5% | $146,866-62.3% | $86,983-36.3% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 17.86% | 28.10%-10.2pp | 102.85%-85.0pp | 25.83%-8.0pp |
| Employer contribution / active EE | $2,708 | $3,224-16.0% | $4,425-38.8% | $2,584+4.8% |
| Participant deferral / active EE | $9,863 | $6,322+56.0% | $7,759+27.1% | $4,194+135.2% |
| Admin fee / account holder | $10,508 | $7,838+34.1% | $13,620-22.9% | $7,856+33.8% |