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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 | $60,893 | $76,407-20.3% | $150,298-59.5% | $82,448-26.1% |
| Participation rate | 95.7% | 66.4%+29.3pp | 77.8%+18.0pp | 68.1%+27.6pp |
| Annual return | 15.42% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $833 | $2,614-68.2% | $4,154-80.0% | $2,551-67.4% |
| Participant deferral / active EE | $5,311 | $3,214+65.2% | $5,453-2.6% | $4,139+28.3% |
| Admin fee / account holder | $3,917 | $6,352-38.3% | $14,116-72.3% | $7,234-45.9% |