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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 | $66,005 | $81,276-18.8% | $155,574-57.6% | $80,925-18.4% |
| Participation rate | 94.7% | 66.2%+28.5pp | 78.2%+16.5pp | 67.7%+27.1pp |
| Annual return | 12.40% | 33.36%-21.0pp | 64.87%-52.5pp | 35.65%-23.3pp |
| Employer contribution / active EE | $3,423 | $3,103+10.3% | $4,676-26.8% | $2,756+24.2% |
| Participant deferral / active EE | $3,902 | $3,453+13.0% | $5,629-30.7% | $4,299-9.2% |
| Admin fee / account holder | $8,392 | $7,993+5.0% | $15,914-47.3% | $6,940+20.9% |