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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 | $52,108 | $78,027-33.2% | $178,528-70.8% | $80,925-35.6% |
| Participation rate | 71.6% | 65.7%+5.9pp | 77.1%-5.5pp | 67.7%+4.0pp |
| Annual return | 13.99% | 18.09%-4.1pp | 27.11%-13.1pp | 35.65%-21.7pp |
| Employer contribution / active EE | $3,558 | $2,281+56.0% | $3,950-9.9% | $2,756+29.1% |
| Participant deferral / active EE | $5,743 | $4,408+30.3% | $6,278-8.5% | $4,299+33.6% |
| Admin fee / account holder | $10,559 | $7,168+47.3% | $10,419+1.3% | $6,940+52.1% |