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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 | $52,319 | $95,762-45.4% | $379,746-86.2% | $79,856-34.5% |
| Participation rate | 87.9% | 74.0%+13.9pp | 78.4%+9.5pp | 69.6%+18.3pp |
| Annual return | 27.65% | 18.26%+9.4pp | 34.90%-7.3pp | 31.71%-4.1pp |
| Employer contribution / active EE | $2,696 | $2,6950% | $3,540-23.8% | $2,471+9.1% |
| Participant deferral / active EE | $4,846 | $4,705+3.0% | $6,024-19.6% | $3,741+29.6% |
| Admin fee / account holder | $5,904 | $6,745-12.5% | $7,927-25.5% | $5,306+11.3% |