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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 | $60,350 | $106,749-43.5% | $145,433-58.5% | $82,448-26.8% |
| Participation rate | 91.9% | 75.6%+16.2pp | 82.1%+9.8pp | 68.1%+23.8pp |
| Annual return | 15.16% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,223 | $3,444-35.4% | $4,554-51.2% | $2,551-12.8% |
| Participant deferral / active EE | $3,689 | $6,519-43.4% | $7,897-53.3% | $4,139-10.9% |
| Admin fee / account holder | $5,607 | $8,390-33.2% | $13,129-57.3% | $7,234-22.5% |