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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 | $57,073+5.2% | $85,126-29.5% | $80,925-25.8% |
| Participation rate | 87.9% | 56.4%+31.5pp | 67.5%+20.4pp | 67.7%+20.2pp |
| Annual return | 11.63% | 21.69%-10.1pp | 66.63%-55.0pp | 35.65%-24.0pp |
| Employer contribution / active EE | $2,246 | $1,801+24.8% | $2,731-17.8% | $2,756-18.5% |
| Participant deferral / active EE | $5,121 | $3,113+64.5% | $4,523+13.2% | $4,299+19.1% |
| Admin fee / account holder | $511 | $4,988-89.7% | $6,160-91.7% | $6,940-92.6% |