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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 | $79,793 | $43,075+85.2% | $74,577+7.0% | $62,881+26.9% |
| Participation rate | 85.7% | 58.1%+27.7pp | 68.1%+17.6pp | 69.3%+16.4pp |
| Annual return | 4.94% | 17.50%-12.6pp | 20.47%-15.5pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,263 | $1,498-15.7% | $2,525-50.0% | $2,281-44.6% |
| Participant deferral / active EE | $2,902 | $2,389+21.4% | $3,458-16.1% | $3,203-9.4% |
| Admin fee / account holder | $1,098 | $2,840-61.3% | $4,138-73.5% | $4,296-74.4% |