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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 | $60,050 | $57,140+5.1% | $85,240-29.6% | $80,959-25.8% |
| Participation rate | 87.9% | 56.4%+31.5pp | 67.5%+20.4pp | 67.7%+20.2pp |
| Annual return | 11.63% | 21.71%-10.1pp | 66.75%-55.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,246 | $1,802+24.7% | $2,735-17.9% | $2,757-18.5% |
| Participant deferral / active EE | $5,121 | $3,115+64.4% | $4,527+13.1% | $4,300+19.1% |
| Admin fee / account holder | $511 | $4,992-89.8% | $6,165-91.7% | $6,925-92.6% |