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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 | $61,569 | $72,269-14.8% | $101,271-39.2% | $79,852-22.9% |
| Participation rate | 92.6% | 68.5%+24.1pp | 75.8%+16.8pp | 69.6%+23.0pp |
| Annual return | 15.61% | 22.29%-6.7pp | 46.48%-30.9pp | 31.72%-16.1pp |
| Employer contribution / active EE | $6,968 | $2,692+158.9% | $3,660+90.4% | $2,471+182.0% |
| Participant deferral / active EE | $2,453 | $3,282-25.3% | $4,371-43.9% | $3,740-34.4% |
| Admin fee / account holder | $5,274 | $4,401+19.8% | $5,948-11.3% | $5,306-0.6% |