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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 | $63,065 | $58,523+7.8% | $99,475-36.6% | $72,975-13.6% |
| Participation rate | 84.4% | 64.6%+19.7pp | 73.8%+10.5pp | 69.5%+14.9pp |
| Annual return | 17.77% | 28.51%-10.7pp | 30.72%-12.9pp | 81.01%-63.2pp |
| Employer contribution / active EE | $864 | $1,512-42.9% | $2,540-66.0% | $2,440-64.6% |
| Participant deferral / active EE | $6,520 | $2,606+150.2% | $3,619+80.2% | $3,608+80.7% |
| Admin fee / account holder | $11,507 | $4,102+180.5% | $6,252+84.0% | $5,124+124.6% |