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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 | $57,358 | $86,938-34.0% | $102,423-44.0% | $80,925-29.1% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.7%+19.8pp |
| Annual return | 14.99% | 18.89%-3.9pp | 29.42%-14.4pp | 35.65%-20.7pp |
| Employer contribution / active EE | $6,133 | $2,369+158.9% | $3,023+102.9% | $2,756+122.5% |
| Participant deferral / active EE | $3,165 | $4,120-23.2% | $5,054-37.4% | $4,299-26.4% |
| Admin fee / account holder | $709 | $8,053-91.2% | $9,455-92.5% | $6,940-89.8% |