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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 | $57,057 | $108,825-47.6% | $156,181-63.5% | $82,448-30.8% |
| Participation rate | 86.2% | 72.4%+13.8pp | 78.8%+7.4pp | 68.1%+18.1pp |
| Annual return | 18.12% | 20.59%-2.5pp | 64.87%-46.8pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,166 | $2,870-24.5% | $4,294-49.5% | $2,551-15.1% |
| Participant deferral / active EE | $3,282 | $4,577-28.3% | $6,132-46.5% | $4,139-20.7% |
| Admin fee / account holder | $1,817 | $9,341-80.5% | $14,586-87.5% | $7,234-74.9% |