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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 | $60,946 | $63,845-4.5% | $81,370-25.1% | $80,959-24.7% |
| Participation rate | 98.8% | 63.9%+34.9pp | 69.5%+29.2pp | 67.7%+31.1pp |
| Annual return | 13.04% | 16.37%-3.3pp | 24.85%-11.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $5,135 | $1,980+159.4% | $2,464+108.4% | $2,757+86.2% |
| Participant deferral / active EE | $4,562 | $3,093+47.5% | $3,885+17.4% | $4,300+6.1% |
| Admin fee / account holder | $6,667 | $5,688+17.2% | $5,749+16.0% | $6,925-3.7% |