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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 | $59,926 | $95,084-37.0% | $140,514-57.4% | $69,733-14.1% |
| Participation rate | 90.9% | 68.7%+22.2pp | 77.8%+13.1pp | 62.5%+28.5pp |
| Annual return | 13.68% | 18.56%-4.9pp | 14.36%-0.7pp | 15.22%-1.5pp |
| Employer contribution / active EE | $3,386 | $2,405+40.8% | $3,378+0.2% | $2,250+50.5% |
| Participant deferral / active EE | $5,326 | $3,868+37.7% | $4,919+8.3% | $3,054+74.4% |
| Admin fee / account holder | $5,469 | $4,885+12.0% | $13,697-60.1% | $3,102+76.3% |