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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 | $61,925 | $77,472-20.1% | $100,415-38.3% | $80,959-23.5% |
| Participation rate | 75.9% | 76.9%-1.1pp | 81.5%-5.7pp | 67.7%+8.2pp |
| Annual return | 19.81% | 37.26%-17.4pp | 49.47%-29.7pp | 35.67%-15.9pp |
| Employer contribution / active EE | $4,029 | $2,800+43.9% | $3,943+2.2% | $2,757+46.1% |
| Participant deferral / active EE | $9,742 | $6,818+42.9% | $8,091+20.4% | $4,300+126.6% |
| Admin fee / account holder | $813 | $5,885-86.2% | $7,906-89.7% | $6,925-88.3% |