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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 | $60,266 | $81,504-26.1% | $102,437-41.2% | $80,959-25.6% |
| Participation rate | 83.3% | 66.9%+16.5pp | 74.5%+8.8pp | 67.7%+15.7pp |
| Annual return | 13.92% | 25.60%-11.7pp | 24.95%-11.0pp | 35.67%-21.7pp |
| Employer contribution / active EE | $3,015 | $3,104-2.9% | $3,871-22.1% | $2,757+9.4% |
| Participant deferral / active EE | $5,618 | $3,871+45.1% | $5,060+11.0% | $4,300+30.6% |
| Admin fee / account holder | $976 | $6,719-85.5% | $8,388-88.4% | $6,925-85.9% |