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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 | $52,019 | $104,098-50.0% | $140,514-63.0% | $94,015-44.7% |
| Participation rate | 83.9% | 73.7%+10.2pp | 77.8%+6.1pp | 70.8%+13.0pp |
| Annual return | 11.95% | 15.14%-3.2pp | 14.36%-2.4pp | 17.84%-5.9pp |
| Employer contribution / active EE | $2,257 | $2,388-5.5% | $3,378-33.2% | $2,790-19.1% |
| Participant deferral / active EE | $2,859 | $4,033-29.1% | $4,919-41.9% | $4,249-32.7% |
| Admin fee / account holder | $12,203 | $10,439+16.9% | $13,697-10.9% | $8,951+36.3% |