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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 | $60,117 | $123,478-51.3% | $216,567-72.2% | $94,015-36.1% |
| Participation rate | 88.5% | 75.1%+13.4pp | 81.6%+6.8pp | 70.8%+17.6pp |
| Annual return | 16.43% | 23.61%-7.2pp | 12.94%+3.5pp | 17.84%-1.4pp |
| Employer contribution / active EE | $1,605 | $3,136-48.8% | $5,216-69.2% | $2,790-42.5% |
| Participant deferral / active EE | $3,950 | $4,556-13.3% | $6,191-36.2% | $4,249-7.1% |
| Admin fee / account holder | $573 | $12,753-95.5% | $21,981-97.4% | $8,951-93.6% |