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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 | $54,554 | $81,487-33.1% | $102,412-46.7% | $80,935-32.6% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | 19.43% | 25.60%-6.2pp | 24.94%-5.5pp | 35.66%-16.2pp |
| Employer contribution / active EE | $2,387 | $3,103-23.1% | $3,870-38.3% | $2,757-13.4% |
| Participant deferral / active EE | $5,427 | $3,871+40.2% | $5,060+7.2% | $4,299+26.2% |
| Admin fee / account holder | $1,823 | $6,717-72.9% | $8,388-78.3% | $6,924-73.7% |