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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 | $80,130 | $81,504-1.7% | $102,437-21.8% | $80,959-1.0% |
| Participation rate | 77.8% | 66.9%+10.9pp | 74.5%+3.3pp | 67.7%+10.1pp |
| Annual return | 14.85% | 25.60%-10.8pp | 24.95%-10.1pp | 35.67%-20.8pp |
| Employer contribution / active EE | $4,504 | $3,104+45.1% | $3,871+16.4% | $2,757+63.3% |
| Participant deferral / active EE | $2,219 | $3,871-42.7% | $5,060-56.1% | $4,300-48.4% |
| Admin fee / account holder | $3,719 | $6,719-44.7% | $8,388-55.7% | $6,925-46.3% |