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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 | $50,656 | $67,602-25.1% | $82,312-38.5% | $70,126-27.8% |
| Participation rate | 87.0% | 72.8%+14.3pp | 76.9%+10.1pp | 69.5%+17.5pp |
| Annual return | 17.69% | 21.57%-3.9pp | 25.88%-8.2pp | 73.15%-55.5pp |
| Employer contribution / active EE | $2,859 | $1,755+62.9% | $2,428+17.7% | $2,343+22.1% |
| Participant deferral / active EE | $6,288 | $2,987+110.5% | $3,706+69.7% | $3,332+88.7% |
| Admin fee / account holder | $2,033 | $4,512-54.9% | $5,608-63.8% | $4,645-56.2% |