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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 | $59,556 | $53,774+10.8% | $134,162-55.6% | $79,856-25.4% |
| Participation rate | 90.9% | 58.8%+32.1pp | 72.2%+18.7pp | 69.6%+21.3pp |
| Annual return | 14.90% | 19.01%-4.1pp | 36.35%-21.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $3,629 | $1,322+174.6% | $3,705-2.1% | $2,471+46.8% |
| Participant deferral / active EE | $2,807 | $2,420+16.0% | $3,500-19.8% | $3,741-25.0% |
| Admin fee / account holder | $4,744 | $3,985+19.1% | $6,685-29.0% | $5,306-10.6% |