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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 | $51,443 | $86,949-40.8% | $102,460-49.8% | $80,959-36.5% |
| Participation rate | 81.6% | 72.4%+9.2pp | 76.5%+5.1pp | 67.7%+14.0pp |
| Annual return | 12.49% | 18.89%-6.4pp | 29.47%-17.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $3,162 | $2,370+33.5% | $3,025+4.5% | $2,757+14.7% |
| Participant deferral / active EE | $5,991 | $4,121+45.4% | $5,056+18.5% | $4,300+39.3% |
| Admin fee / account holder | $7,716 | $8,048-4.1% | $9,460-18.4% | $6,925+11.4% |