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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 | $60,206 | $81,504-26.1% | $102,437-41.2% | $80,959-25.6% |
| Participation rate | 90.7% | 66.9%+23.8pp | 74.5%+16.2pp | 67.7%+23.0pp |
| Annual return | 12.89% | 25.60%-12.7pp | 24.95%-12.1pp | 35.67%-22.8pp |
| Employer contribution / active EE | $3,173 | $3,104+2.2% | $3,871-18.0% | $2,757+15.1% |
| Participant deferral / active EE | $6,320 | $3,871+63.3% | $5,060+24.9% | $4,300+47.0% |
| Admin fee / account holder | $2,025 | $6,719-69.9% | $8,388-75.9% | $6,925-70.8% |