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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 | $57,819 | $80,992-28.6% | $96,534-40.1% | $75,173-23.1% |
| Participation rate | 89.0% | 71.8%+17.2pp | 76.0%+13.0pp | 67.2%+21.8pp |
| Annual return | 17.92% | 27.05%-9.1pp | 25.88%-8.0pp | 160.72%-142.8pp |
| Employer contribution / active EE | $1,575 | $2,283-31.0% | $2,965-46.9% | $2,671-41.0% |
| Participant deferral / active EE | $4,705 | $3,929+19.7% | $4,851-3.0% | $4,126+14.0% |
| Admin fee / account holder | $6,156 | $6,717-8.3% | $8,253-25.4% | $5,651+8.9% |