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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 | $97,550-42.3% | $120,344-53.2% | $87,485-35.7% |
| Participation rate | 77.1% | 72.8%+4.3pp | 76.7%+0.4pp | 68.9%+8.2pp |
| Annual return | 19.98% | 18.41%+1.6pp | 20.30%-0.3pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,378 | $2,291-39.8% | $3,020-54.4% | $2,596-46.9% |
| Participant deferral / active EE | $7,339 | $4,230+73.5% | $5,135+42.9% | $4,274+71.7% |
| Admin fee / account holder | $6,212 | $9,543-34.9% | $12,742-51.2% | $7,775-20.1% |