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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 | $48,853 | $95,453-48.8% | $112,040-56.4% | $82,448-40.7% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.5%-6.5pp | 68.1%+1.9pp |
| Annual return | 18.17% | 23.92%-5.8pp | 24.52%-6.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,182 | $2,318+37.3% | $2,954+7.7% | $2,551+24.8% |
| Participant deferral / active EE | $5,822 | $4,224+37.8% | $5,098+14.2% | $4,139+40.7% |
| Admin fee / account holder | $11,053 | $9,013+22.6% | $12,098-8.6% | $7,234+52.8% |