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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 | $58,417 | $90,400-35.4% | $186,193-68.6% | $87,485-33.2% |
| Participation rate | 85.7% | 66.2%+19.5pp | 77.1%+8.6pp | 68.9%+16.8pp |
| Annual return | 16.98% | 22.15%-5.2pp | 78.03%-61.1pp | 26.06%-9.1pp |
| Employer contribution / active EE | $4,518 | $2,170+108.2% | $3,918+15.3% | $2,596+74.0% |
| Participant deferral / active EE | $4,246 | $4,330-1.9% | $6,513-34.8% | $4,274-0.7% |
| Admin fee / account holder | $3,693 | $8,673-57.4% | $11,058-66.6% | $7,775-52.5% |