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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 | $52,516 | $49,239+6.7% | $70,462-25.5% | $79,858-34.2% |
| Participation rate | 79.3% | 69.2%+10.1pp | 75.1%+4.2pp | 69.6%+9.7pp |
| Annual return | 12.75% | 30.08%-17.3pp | 109.08%-96.3pp | 31.72%-19.0pp |
| Employer contribution / active EE | $2,062 | $2,100-1.8% | $2,737-24.7% | $2,471-16.6% |
| Participant deferral / active EE | $2,025 | $2,769-26.9% | $3,710-45.4% | $3,740-45.9% |
| Admin fee / account holder | $2,563 | $2,876-10.9% | $3,845-33.3% | $5,306-51.7% |