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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 | $59,889 | $72,492-17.4% | $87,104-31.2% | $72,975-17.9% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.9%+20.9pp | 69.5%+28.3pp |
| Annual return | 22.69% | 24.46%-1.8pp | 28.19%-5.5pp | 81.01%-58.3pp |
| Employer contribution / active EE | $816 | $1,894-56.9% | $2,521-67.6% | $2,440-66.6% |
| Participant deferral / active EE | $5,042 | $3,270+54.2% | $4,048+24.5% | $3,608+39.8% |
| Admin fee / account holder | $10,712 | $5,055+111.9% | $7,491+43.0% | $5,124+109.0% |