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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 | $60,827 | $99,345-38.8% | $84,753-28.2% | $273,972-77.8% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 8.34% | 22.93%-14.6pp | 22.78%-14.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $4,157 | $4,214-1.3% | $3,574+16.3% | $4,869-14.6% |
| Participant deferral / active EE | $4,059 | $4,270-4.9% | $3,712+9.3% | $5,287-23.2% |
| Admin fee / account holder | $1,712 | $6,645-74.2% | $5,333-67.9% | $10,133-83.1% |