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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 | $55,766 | $80,992-31.1% | $96,534-42.2% | $75,173-25.8% |
| Participation rate | 90.2% | 71.8%+18.5pp | 76.0%+14.3pp | 67.2%+23.0pp |
| Annual return | 18.73% | 27.05%-8.3pp | 25.88%-7.2pp | 160.72%-142.0pp |
| Employer contribution / active EE | $2,538 | $2,283+11.2% | $2,965-14.4% | $2,671-5.0% |
| Participant deferral / active EE | $4,567 | $3,929+16.2% | $4,851-5.9% | $4,126+10.7% |
| Admin fee / account holder | $3,037 | $6,717-54.8% | $8,253-63.2% | $5,651-46.2% |