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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 | $52,851 | $86,949-39.2% | $102,460-48.4% | $80,959-34.7% |
| Participation rate | 94.4% | 72.4%+22.1pp | 76.5%+17.9pp | 67.7%+26.8pp |
| Annual return | 13.78% | 18.89%-5.1pp | 29.47%-15.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $4,105 | $2,370+73.2% | $3,025+35.7% | $2,757+48.9% |
| Participant deferral / active EE | $2,684 | $4,121-34.9% | $5,056-46.9% | $4,300-37.6% |
| Admin fee / account holder | $5,623 | $8,048-30.1% | $9,460-40.6% | $6,925-18.8% |