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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 | $56,551 | $106,749-47.0% | $145,433-61.1% | $82,448-31.4% |
| Participation rate | 89.7% | 75.6%+14.0pp | 82.1%+7.5pp | 68.1%+21.6pp |
| Annual return | 18.34% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,805 | $3,444-18.6% | $4,554-38.4% | $2,551+10.0% |
| Participant deferral / active EE | $6,688 | $6,519+2.6% | $7,897-15.3% | $4,139+61.6% |
| Admin fee / account holder | $2,050 | $8,390-75.6% | $13,129-84.4% | $7,234-71.7% |