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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 | $63,067 | $118,496-46.8% | $98,461-35.9% | $139,466-54.8% |
| Participation rate | 94.4% | 77.5%+17.0pp | 75.2%+19.3pp | 80.3%+14.1pp |
| Annual return | 12.18% | 18.96%-6.8pp | 21.17%-9.0pp | 373.66%-361.5pp |
| Employer contribution / active EE | $1,186 | $3,611-67.1% | $3,049-61.1% | $4,754-75.0% |
| Participant deferral / active EE | $3,285 | $5,393-39.1% | $4,738-30.7% | $6,712-51.1% |
| Admin fee / account holder | $6,716 | $14,056-52.2% | $8,961-25.1% | $11,409-41.1% |