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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 | $61,407 | $76,551-19.8% | $123,894-50.4% | $62,881-2.3% |
| Participation rate | 96.9% | 73.0%+23.9pp | 81.4%+15.5pp | 69.3%+27.6pp |
| Annual return | 16.65% | 18.68%-2.0pp | 47.52%-30.9pp | 20.14%-3.5pp |
| Employer contribution / active EE | $3,004 | $2,882+4.2% | $4,617-34.9% | $2,281+31.7% |
| Participant deferral / active EE | $6,664 | $4,840+37.7% | $5,984+11.4% | $3,203+108.0% |
| Admin fee / account holder | $1,915 | $4,826-60.3% | $8,357-77.1% | $4,296-55.4% |