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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 | $59,371 | $100,194-40.7% | $122,979-51.7% | $86,983-31.7% |
| Participation rate | 96.7% | 73.0%+23.7pp | 77.2%+19.5pp | 69.5%+27.1pp |
| Annual return | 15.13% | 16.47%-1.3pp | 20.12%-5.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $3,360 | $2,326+44.5% | $3,062+9.7% | $2,584+30.0% |
| Participant deferral / active EE | $9,240 | $4,133+123.5% | $5,003+84.7% | $4,194+120.3% |
| Admin fee / account holder | $814 | $10,148-92.0% | $12,864-93.7% | $7,856-89.6% |