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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 | $53,522 | $81,487-34.3% | $102,412-47.7% | $80,935-33.9% |
| Participation rate | 79.5% | 66.8%+12.6pp | 74.5%+5.0pp | 67.7%+11.8pp |
| Annual return | 13.34% | 25.60%-12.3pp | 24.94%-11.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $2,932 | $3,103-5.5% | $3,870-24.2% | $2,757+6.4% |
| Participant deferral / active EE | $5,247 | $3,871+35.5% | $5,060+3.7% | $4,299+22.0% |
| Admin fee / account holder | $1,291 | $6,717-80.8% | $8,388-84.6% | $6,924-81.4% |