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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 | $53,090 | $48,078+10.4% | $78,676-32.5% | $62,881-15.6% |
| Participation rate | 92.6% | 65.2%+27.4pp | 73.6%+19.0pp | 69.3%+23.3pp |
| Annual return | 14.93% | 31.36%-16.4pp | 62.19%-47.3pp | 20.14%-5.2pp |
| Employer contribution / active EE | $2,056 | $2,015+2.0% | $2,850-27.9% | $2,281-9.9% |
| Participant deferral / active EE | $3,513 | $2,587+35.8% | $3,517-0.1% | $3,203+9.7% |
| Admin fee / account holder | $1,238 | $3,206-61.4% | $4,510-72.5% | $4,296-71.2% |