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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 | $44,861 | $77,472-42.1% | $100,392-55.3% | $80,935-44.6% |
| Participation rate | 85.9% | 76.9%+9.0pp | 81.5%+4.4pp | 67.7%+18.3pp |
| Annual return | 15.41% | 37.26%-21.8pp | 49.45%-34.0pp | 35.66%-20.2pp |
| Employer contribution / active EE | $3,015 | $2,800+7.7% | $3,941-23.5% | $2,757+9.4% |
| Participant deferral / active EE | $6,649 | $6,818-2.5% | $8,090-17.8% | $4,299+54.6% |
| Admin fee / account holder | $2,179 | $5,885-63.0% | $7,904-72.4% | $6,924-68.5% |