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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 | $61,032 | $99,345-38.6% | $84,753-28.0% | $273,972-77.7% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 11.75% | 22.93%-11.2pp | 22.78%-11.0pp | 41.46%-29.7pp |
| Employer contribution / active EE | $9,014 | $4,214+113.9% | $3,574+152.2% | $4,869+85.1% |
| Participant deferral / active EE | $5,983 | $4,270+40.1% | $3,712+61.2% | $5,287+13.2% |
| Admin fee / account holder | $685 | $6,645-89.7% | $5,333-87.2% | $10,133-93.2% |