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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 | $62,961 | $76,551-17.8% | $123,894-49.2% | $62,881+0.1% |
| Participation rate | 87.9% | 73.0%+14.9pp | 81.4%+6.5pp | 69.3%+18.6pp |
| Annual return | 12.51% | 18.68%-6.2pp | 47.52%-35.0pp | 20.14%-7.6pp |
| Employer contribution / active EE | $2,973 | $2,882+3.2% | $4,617-35.6% | $2,281+30.4% |
| Participant deferral / active EE | $6,819 | $4,840+40.9% | $5,984+13.9% | $3,203+112.9% |
| Admin fee / account holder | $2,983 | $4,826-38.2% | $8,357-64.3% | $4,296-30.6% |