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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 | $49,866 | $81,457-38.8% | $103,378-51.8% | $80,911-38.4% |
| Participation rate | 76.5% | 66.8%+9.6pp | 74.5%+2.0pp | 67.6%+8.8pp |
| Annual return | 17.13% | 25.58%-8.4pp | 24.91%-7.8pp | 35.63%-18.5pp |
| Employer contribution / active EE | $3,774 | $3,107+21.5% | $3,870-2.5% | $2,756+36.9% |
| Participant deferral / active EE | $5,870 | $3,871+51.7% | $5,058+16.1% | $4,297+36.6% |
| Admin fee / account holder | $4,290 | $6,717-36.1% | $8,401-48.9% | $6,935-38.1% |