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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 | $97,550-33.9% | $120,344-46.4% | $87,485-26.3% |
| Participation rate | 89.5% | 72.8%+16.6pp | 76.7%+12.8pp | 68.9%+20.5pp |
| Annual return | 17.02% | 18.41%-1.4pp | 20.30%-3.3pp | 26.06%-9.0pp |
| Employer contribution / active EE | $7,253 | $2,291+216.6% | $3,020+140.2% | $2,596+179.4% |
| Participant deferral / active EE | $6,906 | $4,230+63.3% | $5,135+34.5% | $4,274+61.6% |
| Admin fee / account holder | $511 | $9,543-94.7% | $12,742-96.0% | $7,775-93.4% |