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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 | $60,775 | $81,504-25.4% | $102,437-40.7% | $80,959-24.9% |
| Participation rate | 77.6% | 66.9%+10.7pp | 74.5%+3.1pp | 67.7%+9.9pp |
| Annual return | 18.72% | 25.60%-6.9pp | 24.95%-6.2pp | 35.67%-17.0pp |
| Employer contribution / active EE | $5,900 | $3,104+90.1% | $3,871+52.4% | $2,757+114.0% |
| Participant deferral / active EE | $4,091 | $3,871+5.7% | $5,060-19.2% | $4,300-4.9% |
| Admin fee / account holder | $2,324 | $6,719-65.4% | $8,388-72.3% | $6,925-66.4% |