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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 | $60,758 | $65,027-6.6% | $90,970-33.2% | $79,852-23.9% |
| Participation rate | 92.3% | 61.6%+30.7pp | 69.0%+23.3pp | 69.6%+22.7pp |
| Annual return | 14.26% | 30.45%-16.2pp | 134.58%-120.3pp | 31.72%-17.5pp |
| Employer contribution / active EE | $3,426 | $1,247+174.6% | $2,122+61.4% | $2,471+38.6% |
| Participant deferral / active EE | $8,245 | $2,512+228.2% | $3,373+144.4% | $3,740+120.4% |
| Admin fee / account holder | $412 | $4,535-90.9% | $5,960-93.1% | $5,306-92.2% |