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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 | $104,098-49.1% | $140,514-62.3% | $94,015-43.6% |
| Participation rate | 76.6% | 73.7%+2.9pp | 77.8%-1.2pp | 70.8%+5.8pp |
| Annual return | 13.30% | 15.14%-1.8pp | 14.36%-1.1pp | 17.84%-4.5pp |
| Employer contribution / active EE | $2,491 | $2,388+4.3% | $3,378-26.3% | $2,790-10.7% |
| Participant deferral / active EE | $6,292 | $4,033+56.0% | $4,919+27.9% | $4,249+48.1% |
| Admin fee / account holder | $6,308 | $10,439-39.6% | $13,697-53.9% | $8,951-29.5% |