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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 | $59,440+1.6% | $78,004-22.6% | $82,637-26.9% |
| Participation rate | 87.9% | 62.8%+25.1pp | 69.4%+18.4pp | 68.1%+19.8pp |
| Annual return | 19.68% | 40.24%-20.6pp | 31.07%-11.4pp | 53.51%-33.8pp |
| Employer contribution / active EE | $3,228 | $1,750+84.4% | $2,469+30.7% | $2,552+26.5% |
| Participant deferral / active EE | $8,061 | $3,138+156.8% | $4,092+97.0% | $4,126+95.4% |
| Admin fee / account holder | $487 | $5,504-91.1% | $7,578-93.6% | $7,339-93.4% |