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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 | $58,121 | $76,551-24.1% | $123,894-53.1% | $62,881-7.6% |
| Participation rate | 84.8% | 73.0%+11.9pp | 81.4%+3.4pp | 69.3%+15.5pp |
| Annual return | 15.84% | 18.68%-2.8pp | 47.52%-31.7pp | 20.14%-4.3pp |
| Employer contribution / active EE | $3,783 | $2,882+31.2% | $4,617-18.1% | $2,281+65.9% |
| Participant deferral / active EE | $4,950 | $4,840+2.3% | $5,984-17.3% | $3,203+54.6% |
| Admin fee / account holder | $3,319 | $4,826-31.2% | $8,357-60.3% | $4,296-22.7% |