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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 | $65,102 | $95,404-31.8% | $113,397-42.6% | $82,637-21.2% |
| Participation rate | 86.4% | 72.8%+13.5pp | 76.5%+9.9pp | 68.1%+18.3pp |
| Annual return | 14.84% | 19.08%-4.2pp | 23.20%-8.4pp | 53.51%-38.7pp |
| Employer contribution / active EE | $2,130 | $2,307-7.7% | $2,977-28.5% | $2,552-16.5% |
| Participant deferral / active EE | $2,278 | $4,220-46.0% | $5,076-55.1% | $4,126-44.8% |
| Admin fee / account holder | $3,468 | $9,168-62.2% | $11,957-71.0% | $7,339-52.8% |