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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 | $106,524-43.6% | $152,301-60.6% | $87,485-31.4% |
| Participation rate | 94.2% | 75.8%+18.5pp | 82.4%+11.8pp | 68.9%+25.3pp |
| Annual return | 17.80% | 26.89%-9.1pp | 80.50%-62.7pp | 26.06%-8.3pp |
| Employer contribution / active EE | $901 | $3,371-73.3% | $4,624-80.5% | $2,596-65.3% |
| Participant deferral / active EE | $9,741 | $6,525+49.3% | $8,004+21.7% | $4,274+127.9% |
| Admin fee / account holder | $11,934 | $8,287+44.0% | $14,398-17.1% | $7,775+53.5% |