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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 | $65,350 | $114,712-43.0% | $173,730-62.4% | $87,485-25.3% |
| Participation rate | 93.9% | 73.0%+20.9pp | 79.6%+14.3pp | 68.9%+24.9pp |
| Annual return | 14.78% | 20.18%-5.4pp | 19.96%-5.2pp | 26.06%-11.3pp |
| Employer contribution / active EE | $2,397 | $2,904-17.5% | $4,577-47.6% | $2,596-7.7% |
| Participant deferral / active EE | $5,554 | $4,642+19.7% | $6,326-12.2% | $4,274+30.0% |
| Admin fee / account holder | $6,520 | $10,210-36.1% | $17,523-62.8% | $7,775-16.1% |