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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 | $53,877 | $67,602-20.3% | $82,312-34.5% | $70,126-23.2% |
| Participation rate | 86.0% | 72.8%+13.3pp | 76.9%+9.2pp | 69.5%+16.5pp |
| Annual return | 12.20% | 21.57%-9.4pp | 25.88%-13.7pp | 73.15%-60.9pp |
| Employer contribution / active EE | $1,667 | $1,755-5.0% | $2,428-31.3% | $2,343-28.8% |
| Participant deferral / active EE | $3,324 | $2,987+11.3% | $3,706-10.3% | $3,332-0.2% |
| Admin fee / account holder | $317 | $4,512-93.0% | $5,608-94.4% | $4,645-93.2% |