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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 | $55,795 | $88,996-37.3% | $78,004-28.5% | $138,895-59.8% |
| Participation rate | 81.8% | 74.4%+7.5pp | 69.4%+12.4pp | 79.9%+1.9pp |
| Annual return | 11.77% | 28.03%-16.3pp | 31.07%-19.3pp | 145.39%-133.6pp |
| Employer contribution / active EE | $3,424 | $2,917+17.4% | $2,469+38.7% | $4,194-18.4% |
| Participant deferral / active EE | $2,839 | $4,724-39.9% | $4,092-30.6% | $6,396-55.6% |
| Admin fee / account holder | $3,352 | $8,807-61.9% | $7,578-55.8% | $12,562-73.3% |