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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 | $59,060 | $77,523-23.8% | $100,383-41.2% | $80,874-27.0% |
| Participation rate | 94.3% | 77.0%+17.3pp | 81.5%+12.8pp | 67.6%+26.6pp |
| Annual return | 12.59% | 37.21%-24.6pp | 49.26%-36.7pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,974 | $2,801-29.5% | $3,944-49.9% | $2,756-28.4% |
| Participant deferral / active EE | $7,613 | $6,822+11.6% | $8,086-5.8% | $4,297+77.2% |
| Admin fee / account holder | $3,325 | $5,899-43.6% | $7,900-57.9% | $6,935-52.1% |