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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 | $68,278 | $81,331-16.0% | $155,534-56.1% | $80,935-15.6% |
| Participation rate | 94.9% | 66.3%+28.6pp | 78.2%+16.7pp | 67.7%+27.2pp |
| Annual return | 12.39% | 33.37%-21.0pp | 64.92%-52.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $3,717 | $3,105+19.7% | $4,675-20.5% | $2,757+34.8% |
| Participant deferral / active EE | $4,462 | $3,454+29.2% | $5,630-20.7% | $4,299+3.8% |
| Admin fee / account holder | $4,789 | $7,999-40.1% | $15,900-69.9% | $6,924-30.8% |