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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 | $50,315 | $81,504-38.3% | $102,437-50.9% | $80,959-37.9% |
| Participation rate | 80.4% | 66.9%+13.5pp | 74.5%+5.8pp | 67.7%+12.7pp |
| Annual return | 17.31% | 25.60%-8.3pp | 24.95%-7.6pp | 35.67%-18.4pp |
| Employer contribution / active EE | $2,225 | $3,104-28.3% | $3,871-42.5% | $2,757-19.3% |
| Participant deferral / active EE | $6,522 | $3,871+68.5% | $5,060+28.9% | $4,300+51.7% |
| Admin fee / account holder | $1,063 | $6,719-84.2% | $8,388-87.3% | $6,925-84.6% |