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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 | $54,286 | $81,446-33.3% | $103,374-47.5% | $80,874-32.9% |
| Participation rate | 76.2% | 66.9%+9.3pp | 74.5%+1.7pp | 67.6%+8.5pp |
| Annual return | 13.23% | 25.57%-12.3pp | 24.89%-11.7pp | 35.62%-22.4pp |
| Employer contribution / active EE | $2,716 | $3,107-12.6% | $3,869-29.8% | $2,756-1.4% |
| Participant deferral / active EE | $5,609 | $3,870+44.9% | $5,058+10.9% | $4,297+30.5% |
| Admin fee / account holder | $1,472 | $6,715-78.1% | $8,394-82.5% | $6,935-78.8% |