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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 | $60,559 | $99,345-39.0% | $84,753-28.5% | $273,972-77.9% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 6.24% | 22.93%-16.7pp | 22.78%-16.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $8,900 | $4,214+111.2% | $3,574+149.0% | $4,869+82.8% |
| Participant deferral / active EE | $3,464 | $4,270-18.9% | $3,712-6.7% | $5,287-34.5% |
| Admin fee / account holder | $4,678 | $6,645-29.6% | $5,333-12.3% | $10,133-53.8% |