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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 | $61,731 | $76,551-19.4% | $123,894-50.2% | $62,881-1.8% |
| Participation rate | 88.2% | 73.0%+15.3pp | 81.4%+6.8pp | 69.3%+18.9pp |
| Annual return | 8.64% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,532 | $2,882-12.2% | $4,617-45.2% | $2,281+11.0% |
| Participant deferral / active EE | $9,413 | $4,840+94.5% | $5,984+57.3% | $3,203+193.9% |
| Admin fee / account holder | $801 | $4,826-83.4% | $8,357-90.4% | $4,296-81.4% |