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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 | $56,391 | $86,949-35.1% | $102,460-45.0% | $80,959-30.3% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.7%+24.3pp |
| Annual return | 11.73% | 18.89%-7.2pp | 29.47%-17.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $2,221 | $2,370-6.3% | $3,025-26.6% | $2,757-19.4% |
| Participant deferral / active EE | $5,384 | $4,121+30.6% | $5,056+6.5% | $4,300+25.2% |
| Admin fee / account holder | $2,175 | $8,048-73.0% | $9,460-77.0% | $6,925-68.6% |