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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 | $63,760 | $99,345-35.8% | $84,753-24.8% | $273,972-76.7% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 6.43% | 22.93%-16.5pp | 22.78%-16.4pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,799 | $4,214-57.3% | $3,574-49.7% | $4,869-63.0% |
| Participant deferral / active EE | $3,498 | $4,270-18.1% | $3,712-5.8% | $5,287-33.8% |
| Admin fee / account holder | $749 | $6,645-88.7% | $5,333-86.0% | $10,133-92.6% |