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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 | $59,600 | $81,457-26.8% | $103,378-42.3% | $80,911-26.3% |
| Participation rate | 76.7% | 66.8%+9.8pp | 74.5%+2.2pp | 67.6%+9.0pp |
| Annual return | 13.97% | 25.58%-11.6pp | 24.91%-10.9pp | 35.63%-21.7pp |
| Employer contribution / active EE | $2,701 | $3,107-13.1% | $3,870-30.2% | $2,756-2.0% |
| Participant deferral / active EE | $5,374 | $3,871+38.8% | $5,058+6.3% | $4,297+25.1% |
| Admin fee / account holder | $1,469 | $6,717-78.1% | $8,401-82.5% | $6,935-78.8% |