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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 | $54,005 | $86,938-37.9% | $102,423-47.3% | $80,925-33.3% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.5pp | 67.7%+25.4pp |
| Annual return | 10.70% | 18.89%-8.2pp | 29.42%-18.7pp | 35.65%-25.0pp |
| Employer contribution / active EE | $3,219 | $2,369+35.9% | $3,023+6.5% | $2,756+16.8% |
| Participant deferral / active EE | $5,762 | $4,120+39.8% | $5,054+14.0% | $4,299+34.0% |
| Admin fee / account holder | $1,564 | $8,053-80.6% | $9,455-83.5% | $6,940-77.5% |