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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 | $52,623 | $106,864-50.8% | $147,318-64.3% | $82,637-36.3% |
| Participation rate | 84.2% | 75.5%+8.7pp | 82.1%+2.1pp | 68.1%+16.2pp |
| Annual return | 19.20% | 27.49%-8.3pp | 70.43%-51.2pp | 53.51%-34.3pp |
| Employer contribution / active EE | $3,633 | $3,417+6.3% | $4,593-20.9% | $2,552+42.4% |
| Participant deferral / active EE | $9,275 | $6,496+42.8% | $7,906+17.3% | $4,126+124.8% |
| Admin fee / account holder | $7,160 | $8,415-14.9% | $13,708-47.8% | $7,339-2.4% |