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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 | $58,134 | $86,938-33.1% | $102,423-43.2% | $80,925-28.2% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.7%+13.8pp |
| Annual return | 11.80% | 18.89%-7.1pp | 29.42%-17.6pp | 35.65%-23.8pp |
| Employer contribution / active EE | $6,554 | $2,369+176.6% | $3,023+116.8% | $2,756+137.8% |
| Participant deferral / active EE | $2,247 | $4,120-45.5% | $5,054-55.5% | $4,299-47.7% |
| Admin fee / account holder | $3,011 | $8,053-62.6% | $9,455-68.2% | $6,940-56.6% |