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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 | $54,202 | $81,487-33.5% | $102,412-47.1% | $80,935-33.0% |
| Participation rate | 75.5% | 66.8%+8.7pp | 74.5%+1.0pp | 67.7%+7.8pp |
| Annual return | 18.82% | 25.60%-6.8pp | 24.94%-6.1pp | 35.66%-16.8pp |
| Employer contribution / active EE | $2,793 | $3,103-10.0% | $3,870-27.8% | $2,757+1.3% |
| Participant deferral / active EE | $3,664 | $3,871-5.3% | $5,060-27.6% | $4,299-14.8% |
| Admin fee / account holder | $3,876 | $6,717-42.3% | $8,388-53.8% | $6,924-44.0% |