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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 | $95,404-32.4% | $113,397-43.1% | $82,637-22.0% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.5%+13.0pp | 68.1%+21.4pp |
| Annual return | 17.02% | 19.08%-2.1pp | 23.20%-6.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $7,253 | $2,307+214.4% | $2,977+143.6% | $2,552+184.2% |
| Participant deferral / active EE | $6,906 | $4,220+63.7% | $5,076+36.0% | $4,126+67.4% |
| Admin fee / account holder | $511 | $9,168-94.4% | $11,957-95.7% | $7,339-93.0% |