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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 | $56,614 | $81,334-30.4% | $113,397-50.1% | $64,097-11.7% |
| Participation rate | 80.8% | 65.6%+15.2pp | 76.5%+4.3pp | 55.2%+25.6pp |
| Annual return | 14.52% | 32.50%-18.0pp | 23.20%-8.7pp | 34.64%-20.1pp |
| Employer contribution / active EE | $2,196 | $2,077+5.7% | $2,977-26.2% | $1,891+16.1% |
| Participant deferral / active EE | $3,904 | $3,795+2.9% | $5,076-23.1% | $3,080+26.7% |
| Admin fee / account holder | $1,412 | $4,208-66.4% | $11,957-88.2% | $3,454-59.1% |