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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 | $54,951 | $93,617-41.3% | $135,982-59.6% | $75,177-26.9% |
| Participation rate | 84.1% | 75.2%+8.9pp | 81.9%+2.2pp | 67.2%+16.9pp |
| Annual return | 16.52% | 30.89%-14.4pp | 68.32%-51.8pp | 160.75%-144.2pp |
| Employer contribution / active EE | $2,925 | $3,538-17.3% | $4,859-39.8% | $2,671+9.5% |
| Participant deferral / active EE | $6,145 | $6,406-4.1% | $7,760-20.8% | $4,126+48.9% |
| Admin fee / account holder | $6,373 | $6,980-8.7% | $10,767-40.8% | $5,651+12.8% |