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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 | $95,453-46.6% | $112,040-54.5% | $82,448-38.2% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.5%-0.6pp | 68.1%+7.8pp |
| Annual return | 17.70% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,539 | $2,318+9.6% | $2,954-14.0% | $2,551-0.5% |
| Participant deferral / active EE | $4,625 | $4,224+9.5% | $5,098-9.3% | $4,139+11.7% |
| Admin fee / account holder | $894 | $9,013-90.1% | $12,098-92.6% | $7,234-87.6% |