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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 | $64,665 | $106,749-39.4% | $145,433-55.5% | $82,448-21.6% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 17.29% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,356 | $3,444-2.6% | $4,554-26.3% | $2,551+31.6% |
| Participant deferral / active EE | $8,018 | $6,519+23.0% | $7,897+1.5% | $4,139+93.7% |
| Admin fee / account holder | $1,209 | $8,390-85.6% | $13,129-90.8% | $7,234-83.3% |