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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 | $56,267 | $95,453-41.1% | $112,040-49.8% | $82,448-31.8% |
| Participation rate | 77.1% | 72.8%+4.3pp | 76.5%+0.6pp | 68.1%+9.0pp |
| Annual return | 19.98% | 23.92%-3.9pp | 24.52%-4.5pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,378 | $2,318-40.5% | $2,954-53.3% | $2,551-46.0% |
| Participant deferral / active EE | $7,339 | $4,224+73.8% | $5,098+44.0% | $4,139+77.3% |
| Admin fee / account holder | $6,212 | $9,013-31.1% | $12,098-48.7% | $7,234-14.1% |