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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 | $60,403 | $72,471-16.7% | $94,215-35.9% | $86,983-30.6% |
| Participation rate | 87.9% | 63.9%+24.0pp | 70.0%+17.9pp | 69.5%+18.3pp |
| Annual return | 19.68% | 26.44%-6.8pp | 28.22%-8.5pp | 25.83%-6.2pp |
| Employer contribution / active EE | $3,228 | $1,936+66.7% | $2,675+20.7% | $2,584+24.9% |
| Participant deferral / active EE | $8,061 | $3,397+137.3% | $4,276+88.5% | $4,194+92.2% |
| Admin fee / account holder | $487 | $6,468-92.5% | $10,216-95.2% | $7,856-93.8% |