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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 | $79,429 | $124,425-36.2% | $112,040-29.1% | $137,256-42.1% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.5%+5.9pp | 80.0%+2.4pp |
| Annual return | 14.77% | 24.72%-9.9pp | 24.52%-9.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,256 | $3,411-33.9% | $2,954-23.6% | $4,156-45.7% |
| Participant deferral / active EE | $4,825 | $5,718-15.6% | $5,098-5.3% | $6,407-24.7% |
| Admin fee / account holder | $20,969 | $15,207+37.9% | $12,098+73.3% | $12,270+70.9% |