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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 | $58,540 | $181,896-67.8% | $156,551-62.6% | $273,972-78.6% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 7.32% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $3,223 | $6,248-48.4% | $5,501-41.4% | $4,869-33.8% |
| Participant deferral / active EE | $1,965 | $5,550-64.6% | $4,871-59.7% | $5,287-62.8% |
| Admin fee / account holder | $1,524 | $15,560-90.2% | $13,028-88.3% | $10,133-85.0% |