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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 | $56,800 | $67,602-16.0% | $82,312-31.0% | $70,126-19.0% |
| Participation rate | 80.9% | 72.8%+8.1pp | 76.9%+4.0pp | 69.5%+11.4pp |
| Annual return | 16.50% | 21.57%-5.1pp | 25.88%-9.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,630 | $1,755-7.1% | $2,428-32.9% | $2,343-30.4% |
| Participant deferral / active EE | $3,861 | $2,987+29.2% | $3,706+4.2% | $3,332+15.9% |
| Admin fee / account holder | $7,979 | $4,512+76.9% | $5,608+42.3% | $4,645+71.8% |