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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 | $57,679 | $68,880-16.3% | $120,580-52.2% | $80,959-28.8% |
| Participation rate | 74.7% | 61.7%+13.0pp | 72.0%+2.7pp | 67.7%+7.0pp |
| Annual return | 10.77% | 23.68%-12.9pp | 107.48%-96.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,548 | $2,066-25.1% | $3,469-55.4% | $2,757-43.9% |
| Participant deferral / active EE | $5,042 | $3,191+58.0% | $4,995+0.9% | $4,300+17.2% |
| Admin fee / account holder | $7,133 | $5,785+23.3% | $9,418-24.3% | $6,925+3.0% |