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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 | $55,609 | $77,358-28.1% | $102,184-45.6% | $87,485-36.4% |
| Participation rate | 89.6% | 78.7%+10.9pp | 82.6%+7.0pp | 68.9%+20.6pp |
| Annual return | 20.82% | 41.11%-20.3pp | 31.58%-10.8pp | 26.06%-5.2pp |
| Employer contribution / active EE | $1,095 | $2,562-57.3% | $3,594-69.5% | $2,596-57.8% |
| Participant deferral / active EE | $8,702 | $6,753+28.9% | $8,309+4.7% | $4,274+103.6% |
| Admin fee / account holder | $1,975 | $6,809-71.0% | $11,609-83.0% | $7,775-74.6% |