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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 | $58,963 | $106,749-44.8% | $145,433-59.5% | $82,448-28.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 17.45% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,863 | $3,444-16.9% | $4,554-37.1% | $2,551+12.2% |
| Participant deferral / active EE | $4,287 | $6,519-34.2% | $7,897-45.7% | $4,139+3.6% |
| Admin fee / account holder | $8,194 | $8,390-2.3% | $13,129-37.6% | $7,234+13.3% |