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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 | $54,587 | $83,898-34.9% | $133,346-59.1% | $94,015-41.9% |
| Participation rate | 78.6% | 63.4%+15.2pp | 72.8%+5.7pp | 70.8%+7.8pp |
| Annual return | 16.34% | 16.00%+0.3pp | 36.85%-20.5pp | 17.84%-1.5pp |
| Employer contribution / active EE | $3,347 | $1,821+83.9% | $2,853+17.3% | $2,790+20.0% |
| Participant deferral / active EE | $9,841 | $3,245+203.3% | $4,332+127.2% | $4,249+131.6% |
| Admin fee / account holder | $2,337 | $7,809-70.1% | $14,264-83.6% | $8,951-73.9% |