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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 | $110,137-42.1% | $161,149-60.4% | $82,637-22.8% |
| Participation rate | 79.7% | 72.4%+7.4pp | 78.8%+0.9pp | 68.1%+11.7pp |
| Annual return | 18.15% | 20.69%-2.5pp | 21.16%-3.0pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,916 | $2,856-32.9% | $4,360-56.1% | $2,552-24.9% |
| Participant deferral / active EE | $8,849 | $4,575+93.4% | $6,153+43.8% | $4,126+114.5% |
| Admin fee / account holder | $4,888 | $9,467-48.4% | $15,194-67.8% | $7,339-33.4% |