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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 | $57,899 | $79,961-27.6% | $98,462-41.2% | $75,177-23.0% |
| Participation rate | 91.3% | 70.4%+20.9pp | 75.2%+16.1pp | 67.2%+24.1pp |
| Annual return | 14.48% | 19.75%-5.3pp | 21.17%-6.7pp | 160.75%-146.3pp |
| Employer contribution / active EE | $2,269 | $2,264+0.2% | $3,049-25.6% | $2,671-15.0% |
| Participant deferral / active EE | $6,064 | $3,753+61.6% | $4,738+28.0% | $4,126+47.0% |
| Admin fee / account holder | $1,203 | $6,842-82.4% | $8,875-86.4% | $5,651-78.7% |