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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 | $58,400 | $81,358-28.2% | $155,556-62.5% | $80,959-27.9% |
| Participation rate | 92.3% | 66.3%+26.0pp | 78.2%+14.1pp | 67.7%+24.6pp |
| Annual return | 14.57% | 33.39%-18.8pp | 64.84%-50.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $5,373 | $3,106+73.0% | $4,675+14.9% | $2,757+94.9% |
| Participant deferral / active EE | $6,937 | $3,455+100.8% | $5,631+23.2% | $4,300+61.3% |
| Admin fee / account holder | $2,752 | $7,994-65.6% | $15,885-82.7% | $6,925-60.3% |