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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 | $22,070 | $76,551-71.2% | $123,894-82.2% | $62,881-64.9% |
| Participation rate | 83.6% | 73.0%+10.6pp | 81.4%+2.2pp | 69.3%+14.3pp |
| Annual return | 8.19% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,866 | $2,882-0.6% | $4,617-37.9% | $2,281+25.6% |
| Participant deferral / active EE | $5,840 | $4,840+20.7% | $5,984-2.4% | $3,203+82.3% |
| Admin fee / account holder | $6,041 | $4,826+25.2% | $8,357-27.7% | $4,296+40.6% |