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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 | $53,395 | $86,940-38.6% | $102,434-47.9% | $80,935-34.0% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.7%+22.3pp |
| Annual return | 16.04% | 18.89%-2.8pp | 29.46%-13.4pp | 35.66%-19.6pp |
| Employer contribution / active EE | $2,841 | $2,370+19.9% | $3,023-6.0% | $2,757+3.1% |
| Participant deferral / active EE | $5,154 | $4,121+25.1% | $5,055+2.0% | $4,299+19.9% |
| Admin fee / account holder | $2,272 | $8,047-71.8% | $9,462-76.0% | $6,924-67.2% |