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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 | $57,155 | $81,331-29.7% | $155,534-63.3% | $80,935-29.4% |
| Participation rate | 92.0% | 66.3%+25.7pp | 78.2%+13.8pp | 67.7%+24.3pp |
| Annual return | 13.07% | 33.37%-20.3pp | 64.92%-51.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $3,758 | $3,105+21.1% | $4,675-19.6% | $2,757+36.3% |
| Participant deferral / active EE | $2,077 | $3,454-39.9% | $5,630-63.1% | $4,299-51.7% |
| Admin fee / account holder | $2,894 | $7,999-63.8% | $15,900-81.8% | $6,924-58.2% |