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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 | $56,806 | $58,627-3.1% | $76,735-26.0% | $82,448-31.1% |
| Participation rate | 82.9% | 63.2%+19.6pp | 69.5%+13.4pp | 68.1%+14.8pp |
| Annual return | 19.30% | 39.10%-19.8pp | 29.77%-10.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $6,315 | $1,729+265.2% | $2,454+157.3% | $2,551+147.6% |
| Participant deferral / active EE | $10,185 | $3,134+225.0% | $4,088+149.1% | $4,139+146.1% |
| Admin fee / account holder | $3,234 | $5,323-39.2% | $7,189-55.0% | $7,234-55.3% |