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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 | $60,255 | $76,551-21.3% | $123,894-51.4% | $62,881-4.2% |
| Participation rate | 80.6% | 73.0%+7.6pp | 81.4%-0.9pp | 69.3%+11.3pp |
| Annual return | 7.45% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $6,708 | $2,882+132.7% | $4,617+45.3% | $2,281+194.1% |
| Participant deferral / active EE | $5,290 | $4,840+9.3% | $5,984-11.6% | $3,203+65.2% |
| Admin fee / account holder | $1,200 | $4,826-75.1% | $8,357-85.6% | $4,296-72.1% |