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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 | $57,850 | $72,486-20.2% | $87,103-33.6% | $72,976-20.7% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 20.68% | 24.46%-3.8pp | 28.19%-7.5pp | 81.02%-60.3pp |
| Employer contribution / active EE | $1,091 | $1,894-42.4% | $2,521-56.7% | $2,440-55.3% |
| Participant deferral / active EE | $3,365 | $3,270+2.9% | $4,049-16.9% | $3,608-6.7% |
| Admin fee / account holder | $11,269 | $5,055+122.9% | $7,491+50.4% | $5,124+119.9% |