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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 | $60,690 | $153,311-60.4% | $109,313-44.5% | $273,972-77.8% |
| Participation rate | 90.5% | 80.1%+10.4pp | 71.3%+19.2pp | 83.0%+7.5pp |
| Annual return | 12.41% | 29.86%-17.5pp | 22.07%-9.7pp | 41.46%-29.0pp |
| Employer contribution / active EE | $7,339 | $5,619+30.6% | $3,892+88.6% | $4,869+50.7% |
| Participant deferral / active EE | $4,510 | $3,932+14.7% | $3,166+42.4% | $5,287-14.7% |
| Admin fee / account holder | $1,726 | $8,076-78.6% | $5,666-69.5% | $10,133-83.0% |