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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 | $86,919-33.1% | $102,457-43.3% | $80,911-28.1% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.6%+13.8pp |
| Annual return | 11.80% | 18.90%-7.1pp | 29.41%-17.6pp | 35.63%-23.8pp |
| Employer contribution / active EE | $6,554 | $2,368+176.7% | $3,022+116.9% | $2,756+137.8% |
| Participant deferral / active EE | $2,247 | $4,119-45.4% | $5,054-55.5% | $4,297-47.7% |
| Admin fee / account holder | $3,011 | $8,049-62.6% | $9,451-68.1% | $6,935-56.6% |