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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 | $60,877 | $72,027-15.5% | $185,861-67.2% | $79,856-23.8% |
| Participation rate | 82.0% | 65.8%+16.2pp | 78.0%+4.0pp | 69.6%+12.4pp |
| Annual return | 12.26% | 23.13%-10.9pp | 35.96%-23.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,918 | $1,965+99.4% | $4,088-4.2% | $2,471+58.5% |
| Participant deferral / active EE | $6,888 | $3,780+82.3% | $5,634+22.3% | $3,741+84.2% |
| Admin fee / account holder | $4,559 | $4,513+1.0% | $9,503-52.0% | $5,306-14.1% |