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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 | $52,747 | $72,486-27.2% | $87,103-39.4% | $72,976-27.7% |
| Participation rate | 88.7% | 72.8%+15.9pp | 76.9%+11.8pp | 69.5%+19.2pp |
| Annual return | 18.59% | 24.46%-5.9pp | 28.19%-9.6pp | 81.02%-62.4pp |
| Employer contribution / active EE | $2,322 | $1,894+22.6% | $2,521-7.9% | $2,440-4.9% |
| Participant deferral / active EE | $3,351 | $3,270+2.5% | $4,049-17.2% | $3,608-7.1% |
| Admin fee / account holder | $8,351 | $5,055+65.2% | $7,491+11.5% | $5,124+63.0% |