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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 | $55,713 | $69,273-19.6% | $90,796-38.6% | $82,637-32.6% |
| Participation rate | 85.2% | 64.0%+21.2pp | 69.5%+15.7pp | 68.1%+17.2pp |
| Annual return | 21.29% | 18.37%+2.9pp | 19.29%+2.0pp | 53.51%-32.2pp |
| Employer contribution / active EE | $2,780 | $1,865+49.0% | $2,294+21.2% | $2,552+8.9% |
| Participant deferral / active EE | $4,924 | $3,047+61.6% | $3,822+28.8% | $4,126+19.3% |
| Admin fee / account holder | $1,107 | $5,511-79.9% | $7,024-84.2% | $7,339-84.9% |