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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 | $62,023 | $80,983-23.4% | $96,544-35.8% | $75,177-17.5% |
| Participation rate | 96.0% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.8pp |
| Annual return | 17.66% | 27.05%-9.4pp | 25.88%-8.2pp | 160.75%-143.1pp |
| Employer contribution / active EE | $2,585 | $2,282+13.3% | $2,966-12.8% | $2,671-3.2% |
| Participant deferral / active EE | $7,391 | $3,929+88.1% | $4,851+52.4% | $4,126+79.1% |
| Admin fee / account holder | $1,884 | $6,717-72.0% | $8,254-77.2% | $5,651-66.7% |