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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 | $54,177 | $63,365-14.5% | $91,994-41.1% | $72,975-25.8% |
| Participation rate | 86.2% | 72.5%+13.7pp | 78.6%+7.6pp | 69.5%+16.7pp |
| Annual return | 21.50% | 35.35%-13.8pp | 69.04%-47.5pp | 81.01%-59.5pp |
| Employer contribution / active EE | $2,251 | $2,116+6.4% | $3,453-34.8% | $2,440-7.8% |
| Participant deferral / active EE | $3,716 | $4,883-23.9% | $5,924-37.3% | $3,608+3.0% |
| Admin fee / account holder | $7,739 | $4,670+65.7% | $7,744-0.1% | $5,124+51.0% |