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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 | $50,677 | $81,476-37.8% | $102,383-50.5% | $80,925-37.4% |
| Participation rate | 80.8% | 66.8%+13.9pp | 74.5%+6.3pp | 67.7%+13.1pp |
| Annual return | 13.06% | 25.59%-12.5pp | 24.94%-11.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $3,226 | $3,105+3.9% | $3,870-16.6% | $2,756+17.0% |
| Participant deferral / active EE | $4,576 | $3,871+18.2% | $5,060-9.6% | $4,299+6.5% |
| Admin fee / account holder | $3,660 | $6,717-45.5% | $8,391-56.4% | $6,940-47.3% |