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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 | $57,057+5.2% | $85,009-29.4% | $80,874-25.7% |
| Participation rate | 87.9% | 56.4%+31.5pp | 67.5%+20.4pp | 67.6%+20.2pp |
| Annual return | 11.63% | 21.66%-10.0pp | 66.47%-54.8pp | 35.62%-24.0pp |
| Employer contribution / active EE | $2,246 | $1,799+24.9% | $2,728-17.7% | $2,756-18.5% |
| Participant deferral / active EE | $5,121 | $3,112+64.6% | $4,522+13.3% | $4,297+19.2% |
| Admin fee / account holder | $511 | $4,986-89.7% | $6,153-91.7% | $6,935-92.6% |