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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 | $60,219 | $50,554+19.1% | $67,681-11.0% | $87,485-31.2% |
| Participation rate | 94.7% | 67.7%+27.0pp | 73.7%+21.0pp | 68.9%+25.8pp |
| Annual return | 14.35% | 17.81%-3.5pp | 590.58%-576.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $722 | $1,988-63.7% | $2,678-73.1% | $2,596-72.2% |
| Participant deferral / active EE | $2,260 | $2,961-23.7% | $3,976-43.2% | $4,274-47.1% |
| Admin fee / account holder | $2,775 | $4,132-32.8% | $6,100-54.5% | $7,775-64.3% |