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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 | $50,789 | $99,345-48.9% | $84,753-40.1% | $273,972-81.5% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 5.75% | 22.93%-17.2pp | 22.78%-17.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,960 | $4,214-53.5% | $3,574-45.2% | $4,869-59.7% |
| Participant deferral / active EE | $3,942 | $4,270-7.7% | $3,712+6.2% | $5,287-25.4% |
| Admin fee / account holder | $4,406 | $6,645-33.7% | $5,333-17.4% | $10,133-56.5% |