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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 | $56,889 | $105,623-46.1% | $87,502-35.0% | $273,972-79.2% |
| Participation rate | 90.0% | 78.2%+11.8pp | 73.8%+16.2pp | 83.0%+7.0pp |
| Annual return | 7.17% | 12.26%-5.1pp | 12.21%-5.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,543 | $3,141-50.9% | $2,550-39.5% | $4,869-68.3% |
| Participant deferral / active EE | $2,481 | $3,601-31.1% | $3,149-21.2% | $5,287-53.1% |
| Admin fee / account holder | $697 | $4,781-85.4% | $4,221-83.5% | $10,133-93.1% |