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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 | $56,186 | $114,712-51.0% | $173,730-67.7% | $87,485-35.8% |
| Participation rate | 93.9% | 73.0%+20.9pp | 79.6%+14.4pp | 68.9%+25.0pp |
| Annual return | 17.92% | 20.18%-2.3pp | 19.96%-2.0pp | 26.06%-8.1pp |
| Employer contribution / active EE | $2,734 | $2,904-5.8% | $4,577-40.3% | $2,596+5.3% |
| Participant deferral / active EE | $7,451 | $4,642+60.5% | $6,326+17.8% | $4,274+74.4% |
| Admin fee / account holder | $3,665 | $10,210-64.1% | $17,523-79.1% | $7,775-52.9% |