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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 | $56,369 | $75,541-25.4% | $152,093-62.9% | $82,637-31.8% |
| Participation rate | 90.5% | 66.5%+23.9pp | 77.8%+12.7pp | 68.1%+22.4pp |
| Annual return | 15.75% | 32.56%-16.8pp | 66.36%-50.6pp | 53.51%-37.8pp |
| Employer contribution / active EE | $3,291 | $2,622+25.5% | $4,175-21.2% | $2,552+28.9% |
| Participant deferral / active EE | $3,260 | $3,206+1.7% | $5,451-40.2% | $4,126-21.0% |
| Admin fee / account holder | $3,319 | $6,405-48.2% | $14,497-77.1% | $7,339-54.8% |