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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 | $60,043 | $106,749-43.8% | $145,433-58.7% | $82,448-27.2% |
| Participation rate | 94.2% | 75.6%+18.6pp | 82.1%+12.1pp | 68.1%+26.2pp |
| Annual return | 17.80% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $901 | $3,444-73.8% | $4,554-80.2% | $2,551-64.7% |
| Participant deferral / active EE | $9,741 | $6,519+49.4% | $7,897+23.3% | $4,139+135.3% |
| Admin fee / account holder | $11,934 | $8,390+42.2% | $13,129-9.1% | $7,234+65.0% |