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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 | $60,350 | $106,864-43.5% | $147,318-59.0% | $82,637-27.0% |
| Participation rate | 91.9% | 75.5%+16.4pp | 82.1%+9.8pp | 68.1%+23.8pp |
| Annual return | 15.16% | 27.49%-12.3pp | 70.43%-55.3pp | 53.51%-38.3pp |
| Employer contribution / active EE | $2,223 | $3,417-34.9% | $4,593-51.6% | $2,552-12.9% |
| Participant deferral / active EE | $3,689 | $6,496-43.2% | $7,906-53.3% | $4,126-10.6% |
| Admin fee / account holder | $5,607 | $8,415-33.4% | $13,708-59.1% | $7,339-23.6% |