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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 | $54,315 | $81,487-33.3% | $102,412-47.0% | $80,935-32.9% |
| Participation rate | 93.5% | 66.8%+26.7pp | 74.5%+19.0pp | 67.7%+25.9pp |
| Annual return | 15.44% | 25.60%-10.2pp | 24.94%-9.5pp | 35.66%-20.2pp |
| Employer contribution / active EE | $1,969 | $3,103-36.6% | $3,870-49.1% | $2,757-28.6% |
| Participant deferral / active EE | $5,464 | $3,871+41.2% | $5,060+8.0% | $4,299+27.1% |
| Admin fee / account holder | $5,428 | $6,717-19.2% | $8,388-35.3% | $6,924-21.6% |