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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 | $65,368 | $80,983-19.3% | $96,544-32.3% | $75,177-13.0% |
| Participation rate | 94.4% | 71.8%+22.7pp | 76.0%+18.5pp | 67.2%+27.2pp |
| Annual return | 13.18% | 27.05%-13.9pp | 25.88%-12.7pp | 160.75%-147.6pp |
| Employer contribution / active EE | $757 | $2,282-66.9% | $2,966-74.5% | $2,671-71.7% |
| Participant deferral / active EE | $5,866 | $3,929+49.3% | $4,851+20.9% | $4,126+42.2% |
| Admin fee / account holder | $9,751 | $6,717+45.2% | $8,254+18.1% | $5,651+72.5% |