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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 | $57,833 | $77,472-25.3% | $100,415-42.4% | $80,959-28.6% |
| Participation rate | 88.1% | 76.9%+11.1pp | 81.5%+6.6pp | 67.7%+20.4pp |
| Annual return | 13.66% | 37.26%-23.6pp | 49.47%-35.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $3,565 | $2,800+27.3% | $3,943-9.6% | $2,757+29.3% |
| Participant deferral / active EE | $9,676 | $6,818+41.9% | $8,091+19.6% | $4,300+125.0% |
| Admin fee / account holder | $1,622 | $5,885-72.4% | $7,906-79.5% | $6,925-76.6% |