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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 | $59,600 | $81,504-26.9% | $102,437-41.8% | $80,959-26.4% |
| Participation rate | 76.7% | 66.9%+9.8pp | 74.5%+2.2pp | 67.7%+9.0pp |
| Annual return | 13.97% | 25.60%-11.6pp | 24.95%-11.0pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,701 | $3,104-13.0% | $3,871-30.2% | $2,757-2.0% |
| Participant deferral / active EE | $5,374 | $3,871+38.8% | $5,060+6.2% | $4,300+25.0% |
| Admin fee / account holder | $1,469 | $6,719-78.1% | $8,388-82.5% | $6,925-78.8% |