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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 | $60,641 | $93,064-34.8% | $74,577-18.7% | $273,972-77.9% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 6.55% | 26.18%-19.6pp | 20.47%-13.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $9,033 | $3,160+185.9% | $2,525+257.7% | $4,869+85.5% |
| Participant deferral / active EE | $2,706 | $4,160-35.0% | $3,458-21.7% | $5,287-48.8% |
| Admin fee / account holder | $740 | $5,273-86.0% | $4,138-82.1% | $10,133-92.7% |