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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 | $54,997 | $65,712-16.3% | $57,196-3.8% | $273,972-79.9% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 5.64% | 22.01%-16.4pp | 14.59%-9.0pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,286 | $3,280-60.8% | $2,683-52.1% | $4,869-73.6% |
| Participant deferral / active EE | $4,367 | $3,782+15.5% | $3,096+41.0% | $5,287-17.4% |
| Admin fee / account holder | $1,508 | $4,838-68.8% | $3,141-52.0% | $10,133-85.1% |