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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 | $59,442 | $67,602-12.1% | $82,312-27.8% | $70,126-15.2% |
| Participation rate | 86.8% | 72.8%+14.1pp | 76.9%+9.9pp | 69.5%+17.3pp |
| Annual return | 14.24% | 21.57%-7.3pp | 25.88%-11.6pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,459 | $1,755-16.9% | $2,428-39.9% | $2,343-37.7% |
| Participant deferral / active EE | $3,914 | $2,987+31.0% | $3,706+5.6% | $3,332+17.5% |
| Admin fee / account holder | $1,406 | $4,512-68.8% | $5,608-74.9% | $4,645-69.7% |