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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 | $55,203 | $78,423-29.6% | $95,964-42.5% | $79,856-30.9% |
| Participation rate | 81.1% | 73.5%+7.6pp | 77.1%+4.0pp | 69.6%+11.5pp |
| Annual return | 12.72% | 19.37%-6.7pp | 91.64%-78.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,606 | $1,945-17.5% | $2,541-36.8% | $2,471-35.0% |
| Participant deferral / active EE | $4,097 | $3,440+19.1% | $4,167-1.7% | $3,741+9.5% |
| Admin fee / account holder | $4,255 | $5,622-24.3% | $6,797-37.4% | $5,306-19.8% |