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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 | $53,019 | $106,524-50.2% | $152,301-65.2% | $87,485-39.4% |
| Participation rate | 89.3% | 75.8%+13.6pp | 82.4%+6.9pp | 68.9%+20.4pp |
| Annual return | 22.21% | 26.89%-4.7pp | 80.50%-58.3pp | 26.06%-3.8pp |
| Employer contribution / active EE | $5,125 | $3,371+52.0% | $4,624+10.8% | $2,596+97.4% |
| Participant deferral / active EE | $11,101 | $6,525+70.1% | $8,004+38.7% | $4,274+159.8% |
| Admin fee / account holder | $3,928 | $8,287-52.6% | $14,398-72.7% | $7,775-49.5% |