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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 | $52,053 | $78,015-33.3% | $178,505-70.8% | $80,959-35.7% |
| Participation rate | 84.1% | 65.7%+18.5pp | 77.1%+7.0pp | 67.7%+16.5pp |
| Annual return | 15.04% | 18.10%-3.1pp | 27.16%-12.1pp | 35.67%-20.6pp |
| Employer contribution / active EE | $2,829 | $2,281+24.0% | $3,955-28.5% | $2,757+2.6% |
| Participant deferral / active EE | $4,265 | $4,406-3.2% | $6,280-32.1% | $4,300-0.8% |
| Admin fee / account holder | $6,724 | $7,160-6.1% | $10,428-35.5% | $6,925-2.9% |