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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 | $52,664 | $60,349-12.7% | $74,184-29.0% | $62,881-16.2% |
| Participation rate | 89.9% | 72.7%+17.1pp | 76.6%+13.3pp | 69.3%+20.6pp |
| Annual return | 8.74% | 21.38%-12.6pp | 17.74%-9.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,353 | $1,680-19.5% | $2,370-42.9% | $2,281-40.7% |
| Participant deferral / active EE | $3,061 | $2,856+7.2% | $3,550-13.8% | $3,203-4.4% |
| Admin fee / account holder | $4,478 | $4,261+5.1% | $5,586-19.8% | $4,296+4.2% |