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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 | $54,786 | $54,757+0.1% | $90,300-39.3% | $72,983-24.9% |
| Participation rate | 84.4% | 65.1%+19.3pp | 73.3%+11.2pp | 69.5%+15.0pp |
| Annual return | 28.82% | 30.63%-1.8pp | 78.11%-49.3pp | 81.01%-52.2pp |
| Employer contribution / active EE | $2,156 | $2,092+3.0% | $2,854-24.5% | $2,440-11.6% |
| Participant deferral / active EE | $4,790 | $2,887+65.9% | $3,884+23.3% | $3,608+32.8% |
| Admin fee / account holder | $1,576 | $3,972-60.3% | $5,353-70.6% | $5,124-69.3% |