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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 | $57,065 | $106,864-46.6% | $147,318-61.3% | $82,637-30.9% |
| Participation rate | 95.5% | 75.5%+19.9pp | 82.1%+13.4pp | 68.1%+27.4pp |
| Annual return | 18.14% | 27.49%-9.3pp | 70.43%-52.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,606 | $3,417-53.0% | $4,593-65.0% | $2,552-37.1% |
| Participant deferral / active EE | $9,354 | $6,496+44.0% | $7,906+18.3% | $4,126+126.7% |
| Admin fee / account holder | $6,724 | $8,415-20.1% | $13,708-50.9% | $7,339-8.4% |