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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 | $56,783 | $72,492-21.7% | $87,102-34.8% | $72,983-22.2% |
| Participation rate | 89.7% | 72.8%+16.8pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 22.22% | 24.46%-2.2pp | 28.19%-6.0pp | 81.01%-58.8pp |
| Employer contribution / active EE | $1,565 | $1,894-17.4% | $2,521-37.9% | $2,440-35.9% |
| Participant deferral / active EE | $3,446 | $3,270+5.4% | $4,048-14.9% | $3,608-4.5% |
| Admin fee / account holder | $1,081 | $5,055-78.6% | $7,491-85.6% | $5,124-78.9% |