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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 | $77,472-23.8% | $100,415-41.2% | $80,959-27.0% |
| Participation rate | 94.3% | 76.9%+17.3pp | 81.5%+12.8pp | 67.7%+26.6pp |
| Annual return | 12.59% | 37.26%-24.7pp | 49.47%-36.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,974 | $2,800-29.5% | $3,943-49.9% | $2,757-28.4% |
| Participant deferral / active EE | $7,613 | $6,818+11.7% | $8,091-5.9% | $4,300+77.0% |
| Admin fee / account holder | $3,325 | $5,885-43.5% | $7,906-57.9% | $6,925-52.0% |