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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 | $56,887 | $78,197-27.3% | $98,090-42.0% | $82,637-31.2% |
| Participation rate | 77.2% | 77.5%-0.3pp | 81.5%-4.4pp | 68.1%+9.1pp |
| Annual return | 28.42% | 40.25%-11.8pp | 37.05%-8.6pp | 53.51%-25.1pp |
| Employer contribution / active EE | $3,158 | $2,605+21.3% | $3,606-12.4% | $2,552+23.7% |
| Participant deferral / active EE | $7,015 | $6,636+5.7% | $7,845-10.6% | $4,126+70.0% |
| Admin fee / account holder | $1,202 | $14,832-91.9% | $11,815-89.8% | $7,339-83.6% |