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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 | $57,851 | $146,267-60.4% | $197,124-70.7% | $82,448-29.8% |
| Participation rate | 87.3% | 84.0%+3.3pp | 86.7%+0.6pp | 68.1%+19.3pp |
| Annual return | 16.24% | 29.61%-13.4pp | 44.34%-28.1pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,289 | $4,723-51.5% | $6,227-63.3% | $2,551-10.3% |
| Participant deferral / active EE | $8,215 | $7,035+16.8% | $9,135-10.1% | $4,139+98.5% |
| Admin fee / account holder | $2,754 | $14,422-80.9% | $16,298-83.1% | $7,234-61.9% |