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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 | $106,524-39.3% | $152,301-57.5% | $87,485-26.1% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.4%+4.2pp | 68.9%+17.7pp |
| Annual return | 17.29% | 26.89%-9.6pp | 80.50%-63.2pp | 26.06%-8.8pp |
| Employer contribution / active EE | $3,356 | $3,371-0.4% | $4,624-27.4% | $2,596+29.3% |
| Participant deferral / active EE | $8,018 | $6,525+22.9% | $8,004+0.2% | $4,274+87.6% |
| Admin fee / account holder | $1,209 | $8,287-85.4% | $14,398-91.6% | $7,775-84.4% |