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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 | $67,937 | $94,436-28.1% | $115,599-41.2% | $82,637-17.8% |
| Participation rate | 88.2% | 70.4%+17.8pp | 74.3%+14.0pp | 68.1%+20.2pp |
| Annual return | 15.60% | 18.37%-2.8pp | 111.10%-95.5pp | 53.51%-37.9pp |
| Employer contribution / active EE | $2,264 | $2,324-2.6% | $2,955-23.4% | $2,552-11.3% |
| Participant deferral / active EE | $4,338 | $3,955+9.7% | $4,889-11.3% | $4,126+5.1% |
| Admin fee / account holder | $4,822 | $10,328-53.3% | $12,841-62.4% | $7,339-34.3% |