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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 | $51,624 | $69,590-25.8% | $136,867-62.3% | $94,015-45.1% |
| Participation rate | 77.4% | 66.3%+11.0pp | 74.5%+2.8pp | 70.8%+6.5pp |
| Annual return | 11.19% | 19.62%-8.4pp | 42.97%-31.8pp | 17.84%-6.7pp |
| Employer contribution / active EE | $3,849 | $2,396+60.6% | $3,547+8.5% | $2,790+37.9% |
| Participant deferral / active EE | $3,772 | $3,437+9.8% | $4,924-23.4% | $4,249-11.2% |
| Admin fee / account holder | $4,891 | $8,912-45.1% | $10,340-52.7% | $8,951-45.4% |