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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 | $65,043 | $90,400-28.0% | $186,193-65.1% | $87,485-25.7% |
| Participation rate | 87.1% | 66.2%+20.9pp | 77.1%+10.0pp | 68.9%+18.2pp |
| Annual return | 16.08% | 22.15%-6.1pp | 78.03%-61.9pp | 26.06%-10.0pp |
| Employer contribution / active EE | $3,831 | $2,170+76.5% | $3,918-2.2% | $2,596+47.6% |
| Participant deferral / active EE | $8,844 | $4,330+104.3% | $6,513+35.8% | $4,274+106.9% |
| Admin fee / account holder | $4,372 | $8,673-49.6% | $11,058-60.5% | $7,775-43.8% |