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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 | $97,550-45.7% | $120,344-56.0% | $87,485-39.4% |
| Participation rate | 76.6% | 72.8%+3.8pp | 76.7%-0.1pp | 68.9%+7.7pp |
| Annual return | 13.30% | 18.41%-5.1pp | 20.30%-7.0pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,491 | $2,291+8.8% | $3,020-17.5% | $2,596-4.0% |
| Participant deferral / active EE | $6,292 | $4,230+48.8% | $5,135+22.5% | $4,274+47.2% |
| Admin fee / account holder | $6,308 | $9,543-33.9% | $12,742-50.5% | $7,775-18.9% |