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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 | $58,707 | $80,983-27.5% | $96,544-39.2% | $75,177-21.9% |
| Participation rate | 81.0% | 71.8%+9.2pp | 76.0%+5.0pp | 67.2%+13.7pp |
| Annual return | 17.22% | 27.05%-9.8pp | 25.88%-8.7pp | 160.75%-143.5pp |
| Employer contribution / active EE | $1,583 | $2,282-30.6% | $2,966-46.6% | $2,671-40.7% |
| Participant deferral / active EE | $5,178 | $3,929+31.8% | $4,851+6.7% | $4,126+25.5% |
| Admin fee / account holder | $623 | $6,717-90.7% | $8,254-92.5% | $5,651-89.0% |