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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 | $61,154 | $76,551-20.1% | $123,894-50.6% | $62,881-2.7% |
| Participation rate | 86.6% | 73.0%+13.6pp | 81.4%+5.2pp | 69.3%+17.3pp |
| Annual return | 7.49% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $5,697 | $2,882+97.6% | $4,617+23.4% | $2,281+149.8% |
| Participant deferral / active EE | $3,346 | $4,840-30.9% | $5,984-44.1% | $3,203+4.5% |
| Admin fee / account holder | $3,212 | $4,826-33.4% | $8,357-61.6% | $4,296-25.2% |