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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 | $51,921 | $106,524-51.3% | $152,301-65.9% | $87,485-40.7% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.4%+12.6pp | 68.9%+26.1pp |
| Annual return | 17.72% | 26.89%-9.2pp | 80.50%-62.8pp | 26.06%-8.3pp |
| Employer contribution / active EE | $3,070 | $3,371-8.9% | $4,624-33.6% | $2,596+18.3% |
| Participant deferral / active EE | $7,673 | $6,525+17.6% | $8,004-4.1% | $4,274+79.5% |
| Admin fee / account holder | $2,236 | $8,287-73.0% | $14,398-84.5% | $7,775-71.2% |