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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 | $67,919 | $81,504-16.7% | $102,437-33.7% | $80,959-16.1% |
| Participation rate | 94.4% | 66.9%+27.6pp | 74.5%+19.9pp | 67.7%+26.8pp |
| Annual return | 10.49% | 25.60%-15.1pp | 24.95%-14.5pp | 35.67%-25.2pp |
| Employer contribution / active EE | $3,331 | $3,104+7.3% | $3,871-14.0% | $2,757+20.8% |
| Participant deferral / active EE | $4,214 | $3,871+8.9% | $5,060-16.7% | $4,300-2.0% |
| Admin fee / account holder | $3,542 | $6,719-47.3% | $8,388-57.8% | $6,925-48.8% |