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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 | $64,239 | $106,749-39.8% | $145,433-55.8% | $82,448-22.1% |
| Participation rate | 84.3% | 75.6%+8.7pp | 82.1%+2.2pp | 68.1%+16.2pp |
| Annual return | 15.55% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $4,691 | $3,444+36.2% | $4,554+3.0% | $2,551+83.9% |
| Participant deferral / active EE | $5,119 | $6,519-21.5% | $7,897-35.2% | $4,139+23.7% |
| Admin fee / account holder | $1,274 | $8,390-84.8% | $13,129-90.3% | $7,234-82.4% |