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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 | $52,712 | $45,087+16.9% | $69,483-24.1% | $72,976-27.8% |
| Participation rate | 96.7% | 68.5%+28.2pp | 74.6%+22.1pp | 69.5%+27.2pp |
| Annual return | 13.27% | 22.67%-9.4pp | 28.99%-15.7pp | 81.02%-67.8pp |
| Employer contribution / active EE | $2,112 | $2,055+2.8% | $2,780-24.0% | $2,440-13.4% |
| Participant deferral / active EE | $864 | $2,603-66.8% | $3,537-75.6% | $3,608-76.0% |
| Admin fee / account holder | $1,209 | $3,057-60.4% | $3,841-68.5% | $5,124-76.4% |