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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 | $54,328 | $80,992-32.9% | $96,534-43.7% | $75,173-27.7% |
| Participation rate | 89.1% | 71.8%+17.3pp | 76.0%+13.1pp | 67.2%+21.9pp |
| Annual return | 16.14% | 27.05%-10.9pp | 25.88%-9.7pp | 160.72%-144.6pp |
| Employer contribution / active EE | $2,155 | $2,283-5.6% | $2,965-27.3% | $2,671-19.3% |
| Participant deferral / active EE | $3,550 | $3,929-9.7% | $4,851-26.8% | $4,126-14.0% |
| Admin fee / account holder | $6,368 | $6,717-5.2% | $8,253-22.8% | $5,651+12.7% |