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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 | $63,771 | $108,825-41.4% | $156,181-59.2% | $82,448-22.7% |
| Participation rate | 79.7% | 72.4%+7.4pp | 78.8%+0.9pp | 68.1%+11.7pp |
| Annual return | 18.15% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,916 | $2,870-33.2% | $4,294-55.4% | $2,551-24.9% |
| Participant deferral / active EE | $8,849 | $4,577+93.3% | $6,132+44.3% | $4,139+113.8% |
| Admin fee / account holder | $4,888 | $9,341-47.7% | $14,586-66.5% | $7,234-32.4% |