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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 | $57,938 | $65,712-11.8% | $57,196+1.3% | $273,972-78.9% |
| Participation rate | 92.9% | 78.3%+14.5pp | 75.3%+17.5pp | 83.0%+9.8pp |
| Annual return | 5.28% | 22.01%-16.7pp | 14.59%-9.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $5,182 | $3,280+58.0% | $2,683+93.1% | $4,869+6.4% |
| Participant deferral / active EE | $6,955 | $3,782+83.9% | $3,096+124.6% | $5,287+31.6% |
| Admin fee / account holder | $1,421 | $4,838-70.6% | $3,141-54.7% | $10,133-86.0% |