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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 | $60,739 | $106,749-43.1% | $145,433-58.2% | $82,448-26.3% |
| Participation rate | 98.4% | 75.6%+22.7pp | 82.1%+16.2pp | 68.1%+30.3pp |
| Annual return | 23.26% | 27.59%-4.3pp | 66.58%-43.3pp | 41.64%-18.4pp |
| Employer contribution / active EE | $1,917 | $3,444-44.3% | $4,554-57.9% | $2,551-24.9% |
| Participant deferral / active EE | $10,716 | $6,519+64.4% | $7,897+35.7% | $4,139+158.9% |
| Admin fee / account holder | $1,806 | $8,390-78.5% | $13,129-86.2% | $7,234-75.0% |