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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 | $52,282 | $81,504-35.9% | $102,437-49.0% | $80,959-35.4% |
| Participation rate | 72.0% | 66.9%+5.1pp | 74.5%-2.5pp | 67.7%+4.3pp |
| Annual return | 10.90% | 25.60%-14.7pp | 24.95%-14.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,533 | $3,104-50.6% | $3,871-60.4% | $2,757-44.4% |
| Participant deferral / active EE | $4,132 | $3,871+6.7% | $5,060-18.3% | $4,300-3.9% |
| Admin fee / account holder | $2,665 | $6,719-60.3% | $8,388-68.2% | $6,925-61.5% |