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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 | $56,248 | $75,541-25.5% | $152,093-63.0% | $82,637-31.9% |
| Participation rate | 92.6% | 66.5%+26.1pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 17.56% | 32.56%-15.0pp | 66.36%-48.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $2,533 | $2,622-3.4% | $4,175-39.3% | $2,552-0.7% |
| Participant deferral / active EE | $3,812 | $3,206+18.9% | $5,451-30.1% | $4,126-7.6% |
| Admin fee / account holder | $3,708 | $6,405-42.1% | $14,497-74.4% | $7,339-49.5% |