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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 | $56,045 | $75,541-25.8% | $152,093-63.2% | $82,637-32.2% |
| Participation rate | 75.0% | 66.5%+8.5pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 27.29% | 32.56%-5.3pp | 66.36%-39.1pp | 53.51%-26.2pp |
| Employer contribution / active EE | $2,948 | $2,622+12.4% | $4,175-29.4% | $2,552+15.5% |
| Participant deferral / active EE | $7,165 | $3,206+123.5% | $5,451+31.4% | $4,126+73.6% |
| Admin fee / account holder | $13,003 | $6,405+103.0% | $14,497-10.3% | $7,339+77.2% |