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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 | $97,550-46.7% | $120,344-56.8% | $87,485-40.5% |
| Participation rate | 83.9% | 72.8%+11.0pp | 76.7%+7.2pp | 68.9%+14.9pp |
| Annual return | 11.95% | 18.41%-6.5pp | 20.30%-8.4pp | 26.06%-14.1pp |
| Employer contribution / active EE | $2,257 | $2,291-1.5% | $3,020-25.3% | $2,596-13.1% |
| Participant deferral / active EE | $2,859 | $4,230-32.4% | $5,135-44.3% | $4,274-33.1% |
| Admin fee / account holder | $12,203 | $9,543+27.9% | $12,742-4.2% | $7,775+57.0% |