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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 | $58,660 | $63,365-7.4% | $91,994-36.2% | $72,975-19.6% |
| Participation rate | 97.4% | 72.5%+24.9pp | 78.6%+18.8pp | 69.5%+27.9pp |
| Annual return | 21.94% | 35.35%-13.4pp | 69.04%-47.1pp | 81.01%-59.1pp |
| Employer contribution / active EE | $2,866 | $2,116+35.5% | $3,453-17.0% | $2,440+17.5% |
| Participant deferral / active EE | $6,713 | $4,883+37.5% | $5,924+13.3% | $3,608+86.1% |
| Admin fee / account holder | $1,871 | $4,670-59.9% | $7,744-75.8% | $5,124-63.5% |