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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 | $63,845-16.4% | $81,370-34.4% | $80,959-34.1% |
| Participation rate | 72.7% | 63.9%+8.8pp | 69.5%+3.2pp | 67.7%+5.1pp |
| Annual return | 18.10% | 16.37%+1.7pp | 24.85%-6.7pp | 35.67%-17.6pp |
| Employer contribution / active EE | $2,231 | $1,980+12.7% | $2,464-9.5% | $2,757-19.1% |
| Participant deferral / active EE | $2,809 | $3,093-9.2% | $3,885-27.7% | $4,300-34.7% |
| Admin fee / account holder | $11,003 | $5,688+93.4% | $5,749+91.4% | $6,925+58.9% |