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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 | $106,864-48.2% | $147,318-62.4% | $82,637-33.0% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.1%+15.1pp | 68.1%+29.1pp |
| Annual return | 17.86% | 27.49%-9.6pp | 70.43%-52.6pp | 53.51%-35.6pp |
| Employer contribution / active EE | $2,708 | $3,417-20.7% | $4,593-41.0% | $2,552+6.1% |
| Participant deferral / active EE | $9,863 | $6,496+51.8% | $7,906+24.7% | $4,126+139.0% |
| Admin fee / account holder | $10,508 | $8,415+24.9% | $13,708-23.3% | $7,339+43.2% |