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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 | $60,394 | $78,423-23.0% | $95,964-37.1% | $79,856-24.4% |
| Participation rate | 97.2% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.6pp |
| Annual return | 11.98% | 19.37%-7.4pp | 91.64%-79.7pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,122 | $1,945-42.3% | $2,541-55.9% | $2,471-54.6% |
| Participant deferral / active EE | $4,904 | $3,440+42.6% | $4,167+17.7% | $3,741+31.1% |
| Admin fee / account holder | $10,063 | $5,622+79.0% | $6,797+48.1% | $5,306+89.6% |