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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 | $61,290 | $101,798-39.8% | $165,071-62.9% | $80,935-24.3% |
| Participation rate | 75.9% | 71.8%+4.0pp | 78.6%-2.8pp | 67.7%+8.2pp |
| Annual return | 22.15% | 16.73%+5.4pp | 70.17%-48.0pp | 35.66%-13.5pp |
| Employer contribution / active EE | $2,689 | $2,954-9.0% | $4,347-38.1% | $2,757-2.4% |
| Participant deferral / active EE | $7,904 | $4,476+76.6% | $6,035+31.0% | $4,299+83.8% |
| Admin fee / account holder | $2,022 | $8,221-75.4% | $12,695-84.1% | $6,924-70.8% |