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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 | $52,225 | $76,551-31.8% | $123,894-57.8% | $62,881-16.9% |
| Participation rate | 76.3% | 73.0%+3.3pp | 81.4%-5.1pp | 69.3%+7.0pp |
| Annual return | 11.58% | 18.68%-7.1pp | 47.52%-35.9pp | 20.14%-8.6pp |
| Employer contribution / active EE | $4,168 | $2,882+44.6% | $4,617-9.7% | $2,281+82.7% |
| Participant deferral / active EE | $7,939 | $4,840+64.0% | $5,984+32.7% | $3,203+147.9% |
| Admin fee / account holder | $2,149 | $4,826-55.5% | $8,357-74.3% | $4,296-50.0% |