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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 | $55,162 | $100,194-44.9% | $122,979-55.1% | $86,983-36.6% |
| Participation rate | 86.4% | 73.0%+13.4pp | 77.2%+9.2pp | 69.5%+16.8pp |
| Annual return | 16.85% | 16.47%+0.4pp | 20.12%-3.3pp | 25.83%-9.0pp |
| Employer contribution / active EE | $1,578 | $2,326-32.1% | $3,062-48.5% | $2,584-38.9% |
| Participant deferral / active EE | $3,686 | $4,133-10.8% | $5,003-26.3% | $4,194-12.1% |
| Admin fee / account holder | $4,526 | $10,148-55.4% | $12,864-64.8% | $7,856-42.4% |