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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 | $81,262-28.1% | $155,602-62.5% | $80,911-27.8% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 14.57% | 33.34%-18.8pp | 64.81%-50.2pp | 35.63%-21.1pp |
| Employer contribution / active EE | $5,373 | $3,102+73.2% | $4,675+14.9% | $2,756+95.0% |
| Participant deferral / active EE | $6,937 | $3,451+101.0% | $5,629+23.2% | $4,297+61.4% |
| Admin fee / account holder | $2,752 | $7,992-65.6% | $15,923-82.7% | $6,935-60.3% |