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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 | $61,550 | $88,707-30.6% | $74,184-17.0% | $273,972-77.5% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 8.76% | 11.94%-3.2pp | 17.74%-9.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $4,704 | $3,159+48.9% | $2,370+98.5% | $4,869-3.4% |
| Participant deferral / active EE | $3,188 | $4,212-24.3% | $3,550-10.2% | $5,287-39.7% |
| Admin fee / account holder | $846 | $8,717-90.3% | $5,586-84.9% | $10,133-91.7% |