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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 | $51,551 | $99,345-48.1% | $84,753-39.2% | $273,972-81.2% |
| Participation rate | 94.4% | 80.7%+13.7pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | 6.03% | 22.93%-16.9pp | 22.78%-16.8pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,269 | $4,214-46.2% | $3,574-36.5% | $4,869-53.4% |
| Participant deferral / active EE | $4,329 | $4,270+1.4% | $3,712+16.6% | $5,287-18.1% |
| Admin fee / account holder | $4,948 | $6,645-25.5% | $5,333-7.2% | $10,133-51.2% |