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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 | $52,825 | $149,446-64.7% | $256,809-79.4% | $94,015-43.8% |
| Participation rate | 82.5% | 85.3%-2.8pp | 88.5%-6.1pp | 70.8%+11.6pp |
| Annual return | 22.57% | 17.55%+5.0pp | 32.73%-10.2pp | 17.84%+4.7pp |
| Employer contribution / active EE | $3,859 | $4,596-16.0% | $7,263-46.9% | $2,790+38.3% |
| Participant deferral / active EE | $7,013 | $6,491+8.0% | $9,520-26.3% | $4,249+65.0% |
| Admin fee / account holder | $9,239 | $24,035-61.6% | $25,146-63.3% | $8,951+3.2% |