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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 | $61,826 | $145,431-57.5% | $211,142-70.7% | $87,485-29.3% |
| Participation rate | 86.7% | 84.7%+1.9pp | 87.3%-0.6pp | 68.9%+17.7pp |
| Annual return | 19.76% | 27.21%-7.4pp | 46.84%-27.1pp | 26.06%-6.3pp |
| Employer contribution / active EE | $1,997 | $4,662-57.2% | $6,442-69.0% | $2,596-23.1% |
| Participant deferral / active EE | $3,413 | $6,859-50.2% | $9,284-63.2% | $4,274-20.1% |
| Admin fee / account holder | $6,184 | $17,052-63.7% | $19,076-67.6% | $7,775-20.5% |