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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 | $77,113 | $45,087+71.0% | $69,483+11.0% | $72,976+5.7% |
| Participation rate | 80.8% | 68.5%+12.3pp | 74.6%+6.2pp | 69.5%+11.3pp |
| Annual return | 15.43% | 22.67%-7.2pp | 28.99%-13.6pp | 81.02%-65.6pp |
| Employer contribution / active EE | $1,316 | $2,055-35.9% | $2,780-52.6% | $2,440-46.0% |
| Participant deferral / active EE | $2,366 | $2,603-9.1% | $3,537-33.1% | $3,608-34.4% |
| Admin fee / account holder | $4,646 | $3,057+52.0% | $3,841+21.0% | $5,124-9.3% |