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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 | $52,453 | $75,541-30.6% | $152,093-65.5% | $82,637-36.5% |
| Participation rate | 96.2% | 66.5%+29.6pp | 77.8%+18.4pp | 68.1%+28.1pp |
| Annual return | 13.42% | 32.56%-19.1pp | 66.36%-52.9pp | 53.51%-40.1pp |
| Employer contribution / active EE | $3,305 | $2,622+26.0% | $4,175-20.8% | $2,552+29.5% |
| Participant deferral / active EE | $3,639 | $3,206+13.5% | $5,451-33.2% | $4,126-11.8% |
| Admin fee / account holder | $3,525 | $6,405-45.0% | $14,497-75.7% | $7,339-52.0% |