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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 | $63,861 | $106,524-40.1% | $152,301-58.1% | $87,485-27.0% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.4%+9.6pp | 68.9%+23.1pp |
| Annual return | 20.66% | 26.89%-6.2pp | 80.50%-59.8pp | 26.06%-5.4pp |
| Employer contribution / active EE | $3,461 | $3,371+2.7% | $4,624-25.2% | $2,596+33.3% |
| Participant deferral / active EE | $8,648 | $6,525+32.5% | $8,004+8.0% | $4,274+102.4% |
| Admin fee / account holder | $4,449 | $8,287-46.3% | $14,398-69.1% | $7,775-42.8% |