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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 | $80,358 | $106,749-24.7% | $145,433-44.7% | $82,448-2.5% |
| Participation rate | 80.8% | 75.6%+5.1pp | 82.1%-1.4pp | 68.1%+12.7pp |
| Annual return | 15.71% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,014 | $3,444-70.5% | $4,554-77.7% | $2,551-60.2% |
| Participant deferral / active EE | $6,199 | $6,519-4.9% | $7,897-21.5% | $4,139+49.8% |
| Admin fee / account holder | $6,321 | $8,390-24.7% | $13,129-51.9% | $7,234-12.6% |