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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 | $69,790 | $81,358-14.2% | $155,556-55.1% | $80,959-13.8% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 14.66% | 33.39%-18.7pp | 64.84%-50.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,628 | $3,106-15.4% | $4,675-43.8% | $2,757-4.7% |
| Participant deferral / active EE | $4,557 | $3,455+31.9% | $5,631-19.1% | $4,300+6.0% |
| Admin fee / account holder | $8,235 | $7,994+3.0% | $15,885-48.2% | $6,925+18.9% |