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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 | $53,546 | $99,345-46.1% | $84,753-36.8% | $273,972-80.5% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 9.88% | 22.93%-13.1pp | 22.78%-12.9pp | 41.46%-31.6pp |
| Employer contribution / active EE | $3,371 | $4,214-20.0% | $3,574-5.7% | $4,869-30.8% |
| Participant deferral / active EE | $7,518 | $4,270+76.1% | $3,712+102.5% | $5,287+42.2% |
| Admin fee / account holder | $3,918 | $6,645-41.0% | $5,333-26.5% | $10,133-61.3% |