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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 | $62,862 | $79,557-21.0% | $118,746-47.1% | $70,126-10.4% |
| Participation rate | 93.7% | 71.4%+22.3pp | 78.3%+15.4pp | 69.5%+24.1pp |
| Annual return | 15.54% | 25.64%-10.1pp | 24.54%-9.0pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,294 | $2,861-54.8% | $4,193-69.1% | $2,343-44.8% |
| Participant deferral / active EE | $4,344 | $4,089+6.2% | $5,332-18.5% | $3,332+30.4% |
| Admin fee / account holder | $4,118 | $5,374-23.4% | $10,720-61.6% | $4,645-11.4% |