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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 | $61,089 | $72,269-15.5% | $101,271-39.7% | $79,852-23.5% |
| Participation rate | 89.8% | 68.5%+21.3pp | 75.8%+14.0pp | 69.6%+20.2pp |
| Annual return | 17.51% | 22.29%-4.8pp | 46.48%-29.0pp | 31.72%-14.2pp |
| Employer contribution / active EE | $807 | $2,692-70.0% | $3,660-78.0% | $2,471-67.4% |
| Participant deferral / active EE | $6,443 | $3,282+96.3% | $4,371+47.4% | $3,740+72.3% |
| Admin fee / account holder | $1,066 | $4,401-75.8% | $5,948-82.1% | $5,306-79.9% |