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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 | $69,146 | $106,749-35.2% | $145,433-52.5% | $82,448-16.1% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 15.91% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $5,700 | $3,444+65.5% | $4,554+25.1% | $2,551+123.4% |
| Participant deferral / active EE | $12,147 | $6,519+86.3% | $7,897+53.8% | $4,139+193.5% |
| Admin fee / account holder | $5,856 | $8,390-30.2% | $13,129-55.4% | $7,234-19.0% |