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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 | $58,035 | $86,919-33.2% | $102,457-43.4% | $80,911-28.3% |
| Participation rate | 81.1% | 72.4%+8.7pp | 76.5%+4.6pp | 67.6%+13.4pp |
| Annual return | 12.78% | 18.90%-6.1pp | 29.41%-16.6pp | 35.63%-22.9pp |
| Employer contribution / active EE | $3,453 | $2,368+45.8% | $3,022+14.2% | $2,756+25.3% |
| Participant deferral / active EE | $5,313 | $4,119+29.0% | $5,054+5.1% | $4,297+23.7% |
| Admin fee / account holder | $4,566 | $8,049-43.3% | $9,451-51.7% | $6,935-34.2% |