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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 | $58,339 | $63,355-7.9% | $91,994-36.6% | $72,983-20.1% |
| Participation rate | 94.0% | 72.5%+21.5pp | 78.6%+15.3pp | 69.5%+24.5pp |
| Annual return | 24.17% | 35.35%-11.2pp | 69.03%-44.9pp | 81.01%-56.8pp |
| Employer contribution / active EE | $303 | $2,116-85.7% | $3,452-91.2% | $2,440-87.6% |
| Participant deferral / active EE | $6,761 | $4,883+38.5% | $5,923+14.1% | $3,608+87.4% |
| Admin fee / account holder | $4,572 | $4,668-2.1% | $7,743-41.0% | $5,124-10.8% |