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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 | $54,405 | $123,793-56.1% | $177,840-69.4% | $79,852-31.9% |
| Participation rate | 93.3% | 84.7%+8.6pp | 87.7%+5.5pp | 69.6%+23.6pp |
| Annual return | 18.15% | 22.82%-4.7pp | 48.32%-30.2pp | 31.72%-13.6pp |
| Employer contribution / active EE | $2,763 | $4,095-32.5% | $5,919-53.3% | $2,471+11.8% |
| Participant deferral / active EE | $6,155 | $5,956+3.3% | $7,714-20.2% | $3,740+64.5% |
| Admin fee / account holder | $1,304 | $7,243-82.0% | $12,431-89.5% | $5,306-75.4% |