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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 | $55,778 | $93,598-40.4% | $135,974-59.0% | $75,173-25.8% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 21.84% | 30.89%-9.1pp | 68.30%-46.5pp | 160.72%-138.9pp |
| Employer contribution / active EE | $4,241 | $3,538+19.9% | $4,859-12.7% | $2,671+58.8% |
| Participant deferral / active EE | $8,909 | $6,405+39.1% | $7,760+14.8% | $4,126+115.9% |
| Admin fee / account holder | $1,707 | $6,978-75.5% | $10,767-84.1% | $5,651-69.8% |