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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 | $58,070 | $81,276-28.6% | $155,574-62.7% | $80,925-28.2% |
| Participation rate | 88.9% | 66.2%+22.6pp | 78.2%+10.7pp | 67.7%+21.2pp |
| Annual return | 15.19% | 33.36%-18.2pp | 64.87%-49.7pp | 35.65%-20.5pp |
| Employer contribution / active EE | $3,857 | $3,103+24.3% | $4,676-17.5% | $2,756+39.9% |
| Participant deferral / active EE | $6,604 | $3,453+91.3% | $5,629+17.3% | $4,299+53.6% |
| Admin fee / account holder | $11,141 | $7,993+39.4% | $15,914-30.0% | $6,940+60.5% |