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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 | $74,306 | $87,465-15.0% | $122,979-39.6% | $65,306+13.8% |
| Participation rate | 80.9% | 66.0%+14.9pp | 77.2%+3.7pp | 57.7%+23.2pp |
| Annual return | 14.43% | 19.76%-5.3pp | 20.12%-5.7pp | 21.94%-7.5pp |
| Employer contribution / active EE | $4,121 | $2,156+91.1% | $3,062+34.6% | $1,967+109.5% |
| Participant deferral / active EE | $2,858 | $3,705-22.9% | $5,003-42.9% | $2,959-3.4% |
| Admin fee / account holder | $4,478 | $5,100-12.2% | $12,864-65.2% | $3,480+28.7% |