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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 | $52,664 | $67,602-22.1% | $82,312-36.0% | $70,126-24.9% |
| Participation rate | 90.4% | 72.8%+17.6pp | 76.9%+13.5pp | 69.5%+20.8pp |
| Annual return | 13.32% | 21.57%-8.2pp | 25.88%-12.6pp | 73.15%-59.8pp |
| Employer contribution / active EE | $2,885 | $1,755+64.4% | $2,428+18.8% | $2,343+23.1% |
| Participant deferral / active EE | $3,224 | $2,987+7.9% | $3,706-13.0% | $3,332-3.2% |
| Admin fee / account holder | $1,558 | $4,512-65.5% | $5,608-72.2% | $4,645-66.5% |