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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 | $56,614 | $87,465-35.3% | $122,979-54.0% | $65,306-13.3% |
| Participation rate | 80.8% | 66.0%+14.8pp | 77.2%+3.6pp | 57.7%+23.2pp |
| Annual return | 14.52% | 19.76%-5.2pp | 20.12%-5.6pp | 21.94%-7.4pp |
| Employer contribution / active EE | $2,196 | $2,156+1.8% | $3,062-28.3% | $1,967+11.6% |
| Participant deferral / active EE | $3,904 | $3,705+5.3% | $5,003-22.0% | $2,959+31.9% |
| Admin fee / account holder | $1,412 | $5,100-72.3% | $12,864-89.0% | $3,480-59.4% |