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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 | $65,776 | $81,457-19.3% | $103,378-36.4% | $80,911-18.7% |
| Participation rate | 86.7% | 66.8%+19.8pp | 74.5%+12.2pp | 67.6%+19.0pp |
| Annual return | 12.00% | 25.58%-13.6pp | 24.91%-12.9pp | 35.63%-23.6pp |
| Employer contribution / active EE | $7,516 | $3,107+141.9% | $3,870+94.2% | $2,756+172.7% |
| Participant deferral / active EE | $2,925 | $3,871-24.4% | $5,058-42.2% | $4,297-31.9% |
| Admin fee / account holder | $6,120 | $6,717-8.9% | $8,401-27.2% | $6,935-11.8% |