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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 | $55,677 | $65,685-15.2% | $57,183-2.6% | $273,970-79.7% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 5.02% | 21.99%-17.0pp | 14.59%-9.6pp | 41.46%-36.4pp |
| Employer contribution / active EE | $2,627 | $3,279-19.9% | $2,682-2.1% | $4,869-46.0% |
| Participant deferral / active EE | $1,885 | $3,781-50.2% | $3,096-39.1% | $5,287-64.4% |
| Admin fee / account holder | $1,059 | $4,835-78.1% | $3,139-66.3% | $10,132-89.6% |