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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 | $65,374 | $81,504-19.8% | $102,437-36.2% | $80,959-19.3% |
| Participation rate | 92.3% | 66.9%+25.5pp | 74.5%+17.8pp | 67.7%+24.6pp |
| Annual return | 11.55% | 25.60%-14.0pp | 24.95%-13.4pp | 35.67%-24.1pp |
| Employer contribution / active EE | $3,064 | $3,104-1.3% | $3,871-20.8% | $2,757+11.1% |
| Participant deferral / active EE | $7,219 | $3,871+86.5% | $5,060+42.7% | $4,300+67.9% |
| Admin fee / account holder | $1,383 | $6,719-79.4% | $8,388-83.5% | $6,925-80.0% |