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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 | $60,597 | $86,938-30.3% | $102,423-40.8% | $80,925-25.1% |
| Participation rate | 94.1% | 72.4%+21.7pp | 76.5%+17.6pp | 67.7%+26.5pp |
| Annual return | 14.10% | 18.89%-4.8pp | 29.42%-15.3pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,698 | $2,369-28.3% | $3,023-43.8% | $2,756-38.4% |
| Participant deferral / active EE | $5,047 | $4,120+22.5% | $5,054-0.1% | $4,299+17.4% |
| Admin fee / account holder | $5,523 | $8,053-31.4% | $9,455-41.6% | $6,940-20.4% |