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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 | $106,524-46.3% | $152,301-62.4% | $87,485-34.6% |
| Participation rate | 88.6% | 75.8%+12.9pp | 82.4%+6.2pp | 68.9%+19.7pp |
| Annual return | 20.83% | 26.89%-6.1pp | 80.50%-59.7pp | 26.06%-5.2pp |
| Employer contribution / active EE | $3,956 | $3,371+17.3% | $4,624-14.5% | $2,596+52.4% |
| Participant deferral / active EE | $7,113 | $6,525+9.0% | $8,004-11.1% | $4,274+66.5% |
| Admin fee / account holder | $1,616 | $8,287-80.5% | $14,398-88.8% | $7,775-79.2% |