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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 | $61,634 | $56,287+9.5% | $80,977-23.9% | $62,881-2.0% |
| Participation rate | 94.0% | 68.9%+25.1pp | 75.8%+18.2pp | 69.3%+24.7pp |
| Annual return | 12.01% | 22.13%-10.1pp | 17.11%-5.1pp | 20.14%-8.1pp |
| Employer contribution / active EE | $1,931 | $1,943-0.6% | $3,715-48.0% | $2,281-15.4% |
| Participant deferral / active EE | $7,491 | $4,196+78.6% | $5,696+31.5% | $3,203+133.9% |
| Admin fee / account holder | $3,799 | $3,742+1.5% | $5,517-31.1% | $4,296-11.6% |