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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 | $53,654 | $81,504-34.2% | $102,437-47.6% | $80,959-33.7% |
| Participation rate | 86.9% | 66.9%+20.0pp | 74.5%+12.4pp | 67.7%+19.2pp |
| Annual return | 13.31% | 25.60%-12.3pp | 24.95%-11.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $4,381 | $3,104+41.2% | $3,871+13.2% | $2,757+58.9% |
| Participant deferral / active EE | $3,026 | $3,871-21.8% | $5,060-40.2% | $4,300-29.6% |
| Admin fee / account holder | $10,229 | $6,719+52.2% | $8,388+21.9% | $6,925+47.7% |