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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 | $60,350 | $78,027-22.7% | $178,528-66.2% | $80,925-25.4% |
| Participation rate | 84.4% | 65.7%+18.7pp | 77.1%+7.3pp | 67.7%+16.7pp |
| Annual return | 13.04% | 18.09%-5.1pp | 27.11%-14.1pp | 35.65%-22.6pp |
| Employer contribution / active EE | $4,940 | $2,281+116.5% | $3,950+25.0% | $2,756+79.2% |
| Participant deferral / active EE | $5,663 | $4,408+28.5% | $6,278-9.8% | $4,299+31.7% |
| Admin fee / account holder | $2,488 | $7,168-65.3% | $10,419-76.1% | $6,940-64.1% |