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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 | $77,460-23.8% | $100,378-41.2% | $80,925-27.0% |
| Participation rate | 94.3% | 76.9%+17.3pp | 81.5%+12.8pp | 67.7%+26.6pp |
| Annual return | 12.59% | 37.24%-24.7pp | 49.41%-36.8pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,974 | $2,801-29.5% | $3,942-49.9% | $2,756-28.4% |
| Participant deferral / active EE | $7,613 | $6,818+11.7% | $8,087-5.9% | $4,299+77.1% |
| Admin fee / account holder | $3,325 | $5,887-43.5% | $7,899-57.9% | $6,940-52.1% |