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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 | $66,513 | $83,898-20.7% | $133,346-50.1% | $94,015-29.3% |
| Participation rate | 87.8% | 63.4%+24.5pp | 72.8%+15.0pp | 70.8%+17.0pp |
| Annual return | 12.86% | 16.00%-3.1pp | 36.85%-24.0pp | 17.84%-5.0pp |
| Employer contribution / active EE | $2,281 | $1,821+25.3% | $2,853-20.1% | $2,790-18.3% |
| Participant deferral / active EE | $3,694 | $3,245+13.9% | $4,332-14.7% | $4,249-13.1% |
| Admin fee / account holder | $1,496 | $7,809-80.8% | $14,264-89.5% | $8,951-83.3% |