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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 | $58,702 | $106,864-45.1% | $147,318-60.2% | $82,637-29.0% |
| Participation rate | 91.5% | 75.5%+16.0pp | 82.1%+9.4pp | 68.1%+23.4pp |
| Annual return | 17.70% | 27.49%-9.8pp | 70.43%-52.7pp | 53.51%-35.8pp |
| Employer contribution / active EE | $2,811 | $3,417-17.7% | $4,593-38.8% | $2,552+10.1% |
| Participant deferral / active EE | $5,194 | $6,496-20.0% | $7,906-34.3% | $4,126+25.9% |
| Admin fee / account holder | $1,055 | $8,415-87.5% | $13,708-92.3% | $7,339-85.6% |