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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 | $81,487-19.3% | $102,412-35.8% | $80,935-18.7% |
| Participation rate | 86.7% | 66.8%+19.8pp | 74.5%+12.2pp | 67.7%+19.0pp |
| Annual return | 12.00% | 25.60%-13.6pp | 24.94%-12.9pp | 35.66%-23.7pp |
| Employer contribution / active EE | $7,516 | $3,103+142.2% | $3,870+94.2% | $2,757+172.7% |
| Participant deferral / active EE | $2,925 | $3,871-24.4% | $5,060-42.2% | $4,299-32.0% |
| Admin fee / account holder | $6,120 | $6,717-8.9% | $8,388-27.0% | $6,924-11.6% |