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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 | $81,476-34.1% | $102,383-47.6% | $80,925-33.7% |
| Participation rate | 86.9% | 66.8%+20.0pp | 74.5%+12.4pp | 67.7%+19.2pp |
| Annual return | 13.31% | 25.59%-12.3pp | 24.94%-11.6pp | 35.65%-22.3pp |
| Employer contribution / active EE | $4,381 | $3,105+41.1% | $3,870+13.2% | $2,756+58.9% |
| Participant deferral / active EE | $3,026 | $3,871-21.8% | $5,060-40.2% | $4,299-29.6% |
| Admin fee / account holder | $10,229 | $6,717+52.3% | $8,391+21.9% | $6,940+47.4% |