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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 | $53,367 | $64,517-17.3% | $81,438-34.5% | $80,874-34.0% |
| Participation rate | 72.7% | 63.9%+8.8pp | 69.5%+3.2pp | 67.6%+5.1pp |
| Annual return | 18.10% | 16.35%+1.8pp | 24.74%-6.6pp | 35.62%-17.5pp |
| Employer contribution / active EE | $2,231 | $1,982+12.6% | $2,460-9.3% | $2,756-19.1% |
| Participant deferral / active EE | $2,809 | $3,096-9.3% | $3,883-27.7% | $4,297-34.6% |
| Admin fee / account holder | $11,003 | $5,677+93.8% | $5,764+90.9% | $6,935+58.7% |