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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 | $52,120 | $81,457-36.0% | $103,378-49.6% | $80,911-35.6% |
| Participation rate | 86.7% | 66.8%+19.8pp | 74.5%+12.2pp | 67.6%+19.0pp |
| Annual return | 13.76% | 25.58%-11.8pp | 24.91%-11.2pp | 35.63%-21.9pp |
| Employer contribution / active EE | $3,123 | $3,107+0.5% | $3,870-19.3% | $2,756+13.3% |
| Participant deferral / active EE | $5,870 | $3,871+51.6% | $5,058+16.1% | $4,297+36.6% |
| Admin fee / account holder | $3,522 | $6,717-47.6% | $8,401-58.1% | $6,935-49.2% |