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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 | $54,092 | $81,276-33.4% | $155,574-65.2% | $80,925-33.2% |
| Participation rate | 97.9% | 66.2%+31.6pp | 78.2%+19.7pp | 67.7%+30.2pp |
| Annual return | 12.16% | 33.36%-21.2pp | 64.87%-52.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $4,955 | $3,103+59.7% | $4,676+6.0% | $2,756+79.8% |
| Participant deferral / active EE | $5,143 | $3,453+49.0% | $5,629-8.6% | $4,299+19.6% |
| Admin fee / account holder | $5,955 | $7,993-25.5% | $15,914-62.6% | $6,940-14.2% |