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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 | $64,497 | $95,453-32.4% | $112,040-42.4% | $82,448-21.8% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.5%+13.0pp | 68.1%+21.4pp |
| Annual return | 17.02% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $7,253 | $2,318+212.9% | $2,954+145.5% | $2,551+184.3% |
| Participant deferral / active EE | $6,906 | $4,224+63.5% | $5,098+35.5% | $4,139+66.8% |
| Admin fee / account holder | $511 | $9,013-94.3% | $12,098-95.8% | $7,234-92.9% |