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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 | $53,042 | $79,955-33.7% | $98,461-46.1% | $75,173-29.4% |
| Participation rate | 93.5% | 70.4%+23.2pp | 75.2%+18.4pp | 67.2%+26.3pp |
| Annual return | 16.86% | 19.75%-2.9pp | 21.17%-4.3pp | 160.72%-143.9pp |
| Employer contribution / active EE | $2,833 | $2,264+25.1% | $3,049-7.1% | $2,671+6.1% |
| Participant deferral / active EE | $3,674 | $3,752-2.1% | $4,738-22.5% | $4,126-11.0% |
| Admin fee / account holder | $2,044 | $6,841-70.1% | $8,961-77.2% | $5,651-63.8% |