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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 | $55,075 | $56,054-1.7% | $171,082-67.8% | $62,881-12.4% |
| Participation rate | 73.2% | 62.9%+10.3pp | 76.7%-3.5pp | 69.3%+3.9pp |
| Annual return | 10.43% | 22.52%-12.1pp | 32.56%-22.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $3,447 | $1,731+99.1% | $4,002-13.9% | $2,281+51.1% |
| Participant deferral / active EE | $6,504 | $3,158+105.9% | $4,797+35.6% | $3,203+103.0% |
| Admin fee / account holder | $3,595 | $3,647-1.4% | $8,520-57.8% | $4,296-16.3% |