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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 | $60,371 | $72,012-16.2% | $185,827-67.5% | $79,858-24.4% |
| Participation rate | 79.5% | 65.8%+13.8pp | 78.0%+1.5pp | 69.6%+9.9pp |
| Annual return | 13.30% | 23.12%-9.8pp | 35.96%-22.7pp | 31.72%-18.4pp |
| Employer contribution / active EE | $3,445 | $1,965+75.4% | $4,087-15.7% | $2,471+39.4% |
| Participant deferral / active EE | $3,777 | $3,7790% | $5,633-32.9% | $3,740+1.0% |
| Admin fee / account holder | $8,425 | $4,513+86.7% | $9,502-11.3% | $5,306+58.8% |