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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 | $64,426 | $99,345-35.1% | $84,753-24.0% | $273,972-76.5% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 5.68% | 22.93%-17.2pp | 22.78%-17.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $4,902 | $4,214+16.3% | $3,574+37.1% | $4,869+0.7% |
| Participant deferral / active EE | $2,960 | $4,270-30.7% | $3,712-20.3% | $5,287-44.0% |
| Admin fee / account holder | $881 | $6,645-86.7% | $5,333-83.5% | $10,133-91.3% |