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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 | $65,712-19.8% | $57,196-7.8% | $273,972-80.8% |
| Participation rate | 86.7% | 78.3%+8.3pp | 75.3%+11.3pp | 83.0%+3.7pp |
| Annual return | 8.31% | 22.01%-13.7pp | 14.59%-6.3pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,752 | $3,280-16.1% | $2,683+2.6% | $4,869-43.5% |
| Participant deferral / active EE | $4,581 | $3,782+21.1% | $3,096+47.9% | $5,287-13.4% |
| Admin fee / account holder | $4,829 | $4,838-0.2% | $3,141+53.8% | $10,133-52.3% |