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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 | $58,365 | $76,551-23.8% | $123,894-52.9% | $62,881-7.2% |
| Participation rate | 89.0% | 73.0%+16.1pp | 81.4%+7.6pp | 69.3%+19.7pp |
| Annual return | 6.32% | 18.68%-12.4pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $952 | $2,882-67.0% | $4,617-79.4% | $2,281-58.2% |
| Participant deferral / active EE | $9,552 | $4,840+97.4% | $5,984+59.6% | $3,203+198.2% |
| Admin fee / account holder | $9,449 | $4,826+95.8% | $8,357+13.1% | $4,296+120.0% |