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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 | $69,733 | $91,439-23.7% | $135,974-48.7% | $71,511-2.5% |
| Participation rate | 88.5% | 75.7%+12.8pp | 81.9%+6.5pp | 67.9%+20.5pp |
| Annual return | 19.33% | 29.90%-10.6pp | 68.30%-49.0pp | 28.86%-9.5pp |
| Employer contribution / active EE | $3,126 | $3,705-15.6% | $4,859-35.7% | $2,589+20.7% |
| Participant deferral / active EE | $6,700 | $7,093-5.5% | $7,760-13.7% | $4,291+56.2% |
| Admin fee / account holder | $2,500 | $1,267+97.4% | $10,767-76.8% | $1,588+57.4% |