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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 | $106,864-47.1% | $147,318-61.6% | $82,637-31.6% |
| Participation rate | 89.7% | 75.5%+14.1pp | 82.1%+7.6pp | 68.1%+21.6pp |
| Annual return | 18.34% | 27.49%-9.1pp | 70.43%-52.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $2,805 | $3,417-17.9% | $4,593-38.9% | $2,552+9.9% |
| Participant deferral / active EE | $6,688 | $6,496+3.0% | $7,906-15.4% | $4,126+62.1% |
| Admin fee / account holder | $2,050 | $8,415-75.6% | $13,708-85.0% | $7,339-72.1% |