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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 | $70,523 | $78,520-10.2% | $96,576-27.0% | $82,448-14.5% |
| Participation rate | 84.7% | 77.7%+7.0pp | 81.4%+3.3pp | 68.1%+16.7pp |
| Annual return | 18.83% | 41.30%-22.5pp | 38.47%-19.6pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,134 | $2,630-56.9% | $3,553-68.1% | $2,551-55.5% |
| Participant deferral / active EE | $10,935 | $6,754+61.9% | $7,956+37.4% | $4,139+164.2% |
| Admin fee / account holder | $7,418 | $13,455-44.9% | $11,381-34.8% | $7,234+2.5% |