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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 | $55,256 | $67,602-18.3% | $82,312-32.9% | $70,126-21.2% |
| Participation rate | 82.7% | 72.8%+9.9pp | 76.9%+5.8pp | 69.5%+13.1pp |
| Annual return | 16.55% | 21.57%-5.0pp | 25.88%-9.3pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,738 | $1,755-0.9% | $2,428-28.4% | $2,343-25.8% |
| Participant deferral / active EE | $3,392 | $2,987+13.6% | $3,706-8.5% | $3,332+1.8% |
| Admin fee / account holder | $11,663 | $4,512+158.5% | $5,608+108.0% | $4,645+151.1% |