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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 | $56,192 | $72,492-22.5% | $87,104-35.5% | $72,975-23.0% |
| Participation rate | 90.7% | 72.8%+17.9pp | 76.9%+13.8pp | 69.5%+21.2pp |
| Annual return | 23.46% | 24.46%-1.0pp | 28.19%-4.7pp | 81.01%-57.5pp |
| Employer contribution / active EE | $3,833 | $1,894+102.4% | $2,521+52.0% | $2,440+57.1% |
| Participant deferral / active EE | $2,147 | $3,270-34.3% | $4,048-47.0% | $3,608-40.5% |
| Admin fee / account holder | $3,301 | $5,055-34.7% | $7,491-55.9% | $5,124-35.6% |