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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 | $57,238 | $106,749-46.4% | $145,433-60.6% | $82,448-30.6% |
| Participation rate | 88.6% | 75.6%+13.0pp | 82.1%+6.5pp | 68.1%+20.6pp |
| Annual return | 20.83% | 27.59%-6.8pp | 66.58%-45.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $3,956 | $3,444+14.8% | $4,554-13.1% | $2,551+55.1% |
| Participant deferral / active EE | $7,113 | $6,519+9.1% | $7,897-9.9% | $4,139+71.9% |
| Admin fee / account holder | $1,616 | $8,390-80.7% | $13,129-87.7% | $7,234-77.7% |