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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 | $53,598 | $58,512-8.4% | $84,020-36.2% | $72,983-26.6% |
| Participation rate | 88.2% | 61.2%+27.0pp | 69.0%+19.2pp | 69.5%+18.7pp |
| Annual return | 18.97% | 28.93%-10.0pp | 71.31%-52.3pp | 81.01%-62.0pp |
| Employer contribution / active EE | $3,099 | $1,163+166.5% | $1,984+56.3% | $2,440+27.0% |
| Participant deferral / active EE | $3,085 | $2,394+28.9% | $3,239-4.8% | $3,608-14.5% |
| Admin fee / account holder | $607 | $4,569-86.7% | $6,101-90.1% | $5,124-88.2% |