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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 | $56,147 | $95,404-41.1% | $113,397-50.5% | $82,637-32.1% |
| Participation rate | 82.3% | 72.8%+9.4pp | 76.5%+5.8pp | 68.1%+14.2pp |
| Annual return | 13.21% | 19.08%-5.9pp | 23.20%-10.0pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,926 | $2,307-16.5% | $2,977-35.3% | $2,552-24.5% |
| Participant deferral / active EE | $3,287 | $4,220-22.1% | $5,076-35.2% | $4,126-20.3% |
| Admin fee / account holder | $6,885 | $9,168-24.9% | $11,957-42.4% | $7,339-6.2% |