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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 | $59,563 | $58,048+2.6% | $94,215-36.8% | $65,306-8.8% |
| Participation rate | 86.0% | 45.3%+40.7pp | 70.0%+16.0pp | 57.7%+28.3pp |
| Annual return | 15.93% | 19.61%-3.7pp | 28.22%-12.3pp | 21.94%-6.0pp |
| Employer contribution / active EE | $2,127 | $1,427+49.0% | $2,675-20.5% | $1,967+8.1% |
| Participant deferral / active EE | $3,426 | $2,407+42.4% | $4,276-19.9% | $2,959+15.8% |
| Admin fee / account holder | $2,985 | $4,610-35.3% | $10,216-70.8% | $3,480-14.2% |