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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 | $61,137 | $80,983-24.5% | $96,544-36.7% | $75,177-18.7% |
| Participation rate | 82.8% | 71.8%+11.0pp | 76.0%+6.8pp | 67.2%+15.6pp |
| Annual return | 14.71% | 27.05%-12.3pp | 25.88%-11.2pp | 160.75%-146.0pp |
| Employer contribution / active EE | $1,468 | $2,282-35.7% | $2,966-50.5% | $2,671-45.0% |
| Participant deferral / active EE | $4,535 | $3,929+15.4% | $4,851-6.5% | $4,126+9.9% |
| Admin fee / account holder | $652 | $6,717-90.3% | $8,254-92.1% | $5,651-88.5% |