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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 | $52,729 | $65,685-19.7% | $57,181-7.8% | $273,965-80.8% |
| Participation rate | 86.7% | 78.3%+8.3pp | 75.3%+11.3pp | 83.0%+3.7pp |
| Annual return | 8.31% | 21.99%-13.7pp | 14.59%-6.3pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,752 | $3,279-16.1% | $2,682+2.6% | $4,869-43.5% |
| Participant deferral / active EE | $4,581 | $3,781+21.2% | $3,096+48.0% | $5,287-13.4% |
| Admin fee / account holder | $4,829 | $4,835-0.1% | $3,139+53.8% | $10,132-52.3% |