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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 | $61,866 | $75,541-18.1% | $152,093-59.3% | $82,637-25.1% |
| Participation rate | 83.3% | 66.5%+16.8pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 14.71% | 32.56%-17.8pp | 66.36%-51.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,703 | $2,622-35.1% | $4,175-59.2% | $2,552-33.3% |
| Participant deferral / active EE | $3,587 | $3,206+11.9% | $5,451-34.2% | $4,126-13.1% |
| Admin fee / account holder | $5,248 | $6,405-18.1% | $14,497-63.8% | $7,339-28.5% |