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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 | $53,005 | $95,453-44.5% | $112,040-52.7% | $82,448-35.7% |
| Participation rate | 76.6% | 72.8%+3.8pp | 76.5%+0.1pp | 68.1%+8.5pp |
| Annual return | 13.30% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,491 | $2,318+7.5% | $2,954-15.7% | $2,551-2.3% |
| Participant deferral / active EE | $6,292 | $4,224+49.0% | $5,098+23.4% | $4,139+52.0% |
| Admin fee / account holder | $6,308 | $9,013-30.0% | $12,098-47.9% | $7,234-12.8% |