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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 | $81,504-33.4% | $102,437-47.0% | $80,959-32.9% |
| Participation rate | 76.2% | 66.9%+9.3pp | 74.5%+1.7pp | 67.7%+8.5pp |
| Annual return | 13.23% | 25.60%-12.4pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,716 | $3,104-12.5% | $3,871-29.8% | $2,757-1.5% |
| Participant deferral / active EE | $5,609 | $3,871+44.9% | $5,060+10.8% | $4,300+30.4% |
| Admin fee / account holder | $1,472 | $6,719-78.1% | $8,388-82.4% | $6,925-78.7% |