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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 | $63,726 | $77,574-17.9% | $108,753-41.4% | $86,983-26.7% |
| Participation rate | 88.8% | 62.3%+26.5pp | 71.1%+17.7pp | 69.5%+19.2pp |
| Annual return | 17.02% | 18.42%-1.4pp | 37.47%-20.5pp | 25.83%-8.8pp |
| Employer contribution / active EE | $1,623 | $1,611+0.8% | $2,427-33.1% | $2,584-37.2% |
| Participant deferral / active EE | $4,855 | $3,128+55.2% | $4,115+18.0% | $4,194+15.8% |
| Admin fee / account holder | $3,139 | $6,529-51.9% | $10,320-69.6% | $7,856-60.0% |