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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 | $65,821 | $84,953-22.5% | $163,379-59.7% | $82,637-20.3% |
| Participation rate | 91.1% | 65.9%+25.2pp | 76.8%+14.3pp | 68.1%+23.1pp |
| Annual return | 28.22% | 23.07%+5.1pp | 63.41%-35.2pp | 53.51%-25.3pp |
| Employer contribution / active EE | $579 | $2,183-73.5% | $3,752-84.6% | $2,552-77.3% |
| Participant deferral / active EE | $3,084 | $4,326-28.7% | $6,282-50.9% | $4,126-25.3% |
| Admin fee / account holder | $1,164 | $7,921-85.3% | $9,818-88.1% | $7,339-84.1% |