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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 | $60,091 | $78,197-23.2% | $98,090-38.7% | $82,637-27.3% |
| Participation rate | 98.8% | 77.5%+21.3pp | 81.5%+17.2pp | 68.1%+30.7pp |
| Annual return | 20.70% | 40.25%-19.5pp | 37.05%-16.3pp | 53.51%-32.8pp |
| Employer contribution / active EE | $1,578 | $2,605-39.4% | $3,606-56.2% | $2,552-38.2% |
| Participant deferral / active EE | $9,466 | $6,636+42.7% | $7,845+20.7% | $4,126+129.4% |
| Admin fee / account holder | $2,839 | $14,832-80.9% | $11,815-76.0% | $7,339-61.3% |