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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 | $53,494 | $93,589-42.8% | $135,942-60.6% | $75,181-28.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 31.09% | 30.90%+0.2pp | 68.28%-37.2pp | 160.69%-129.6pp |
| Employer contribution / active EE | $2,852 | $3,537-19.4% | $4,858-41.3% | $2,671+6.8% |
| Participant deferral / active EE | $6,598 | $6,405+3.0% | $7,759-15.0% | $4,126+59.9% |
| Admin fee / account holder | $2,089 | $6,977-70.1% | $10,764-80.6% | $5,650-63.0% |