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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 | $50,993 | $97,550-47.7% | $120,344-57.6% | $87,485-41.7% |
| Participation rate | 75.9% | 72.8%+3.0pp | 76.7%-0.8pp | 68.9%+6.9pp |
| Annual return | 17.70% | 18.41%-0.7pp | 20.30%-2.6pp | 26.06%-8.4pp |
| Employer contribution / active EE | $2,539 | $2,291+10.8% | $3,020-15.9% | $2,596-2.2% |
| Participant deferral / active EE | $4,625 | $4,230+9.3% | $5,135-9.9% | $4,274+8.2% |
| Admin fee / account holder | $894 | $9,543-90.6% | $12,742-93.0% | $7,775-88.5% |