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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 | $50,655 | $51,708-2.0% | $106,619-52.5% | $62,881-19.4% |
| Participation rate | 89.1% | 66.9%+22.3pp | 78.0%+11.1pp | 69.3%+19.8pp |
| Annual return | 8.79% | 4.69%+4.1pp | 9.42%-0.6pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,612 | $1,764+104.8% | $3,947-8.5% | $2,281+58.4% |
| Participant deferral / active EE | $4,006 | $2,315+73.0% | $3,930+1.9% | $3,203+25.1% |
| Admin fee / account holder | $9,124 | $3,349+172.5% | $6,418+42.2% | $4,296+112.4% |