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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 | $51,004 | $58,493-12.8% | $84,023-39.3% | $72,976-30.1% |
| Participation rate | 77.8% | 61.2%+16.5pp | 69.0%+8.8pp | 69.5%+8.3pp |
| Annual return | 19.57% | 28.93%-9.4pp | 71.32%-51.7pp | 81.02%-61.4pp |
| Employer contribution / active EE | $1,197 | $1,163+2.9% | $1,984-39.7% | $2,440-51.0% |
| Participant deferral / active EE | $4,008 | $2,394+67.4% | $3,239+23.7% | $3,608+11.1% |
| Admin fee / account holder | $7,096 | $4,569+55.3% | $6,102+16.3% | $5,124+38.5% |