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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 | $60,779 | $86,949-30.1% | $102,460-40.7% | $80,959-24.9% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.7%+22.9pp |
| Annual return | 10.81% | 18.89%-8.1pp | 29.47%-18.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $871 | $2,370-63.2% | $3,025-71.2% | $2,757-68.4% |
| Participant deferral / active EE | $8,530 | $4,121+107.0% | $5,056+68.7% | $4,300+98.4% |
| Admin fee / account holder | $10,836 | $8,048+34.7% | $9,460+14.5% | $6,925+56.5% |