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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 | $106,524-43.0% | $152,301-60.1% | $87,485-30.6% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.4%+15.9pp | 68.9%+29.4pp |
| Annual return | 23.26% | 26.89%-3.6pp | 80.50%-57.2pp | 26.06%-2.8pp |
| Employer contribution / active EE | $1,917 | $3,371-43.1% | $4,624-58.5% | $2,596-26.2% |
| Participant deferral / active EE | $10,716 | $6,525+64.2% | $8,004+33.9% | $4,274+150.7% |
| Admin fee / account holder | $1,806 | $8,287-78.2% | $14,398-87.5% | $7,775-76.8% |