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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 | $53,586 | $76,551-30.0% | $123,894-56.7% | $62,881-14.8% |
| Participation rate | 95.8% | 73.0%+22.9pp | 81.4%+14.4pp | 69.3%+26.5pp |
| Annual return | 9.50% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $8,319 | $2,882+188.6% | $4,617+80.2% | $2,281+264.7% |
| Participant deferral / active EE | $5,242 | $4,840+8.3% | $5,984-12.4% | $3,203+63.7% |
| Admin fee / account holder | $3,437 | $4,826-28.8% | $8,357-58.9% | $4,296-20.0% |