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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 | $57,755 | $86,938-33.6% | $102,423-43.6% | $80,925-28.6% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.7%+18.1pp |
| Annual return | 12.98% | 18.89%-5.9pp | 29.42%-16.4pp | 35.65%-22.7pp |
| Employer contribution / active EE | $2,375 | $2,369+0.3% | $3,023-21.4% | $2,756-13.8% |
| Participant deferral / active EE | $7,562 | $4,120+83.5% | $5,054+49.6% | $4,299+75.9% |
| Admin fee / account holder | $2,043 | $8,053-74.6% | $9,455-78.4% | $6,940-70.6% |