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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 | $53,298 | $97,550-45.4% | $120,344-55.7% | $87,485-39.1% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.7%+15.4pp | 68.9%+23.2pp |
| Annual return | 14.56% | 18.41%-3.8pp | 20.30%-5.7pp | 26.06%-11.5pp |
| Employer contribution / active EE | $3,572 | $2,291+55.9% | $3,020+18.3% | $2,596+37.6% |
| Participant deferral / active EE | $3,386 | $4,230-20.0% | $5,135-34.1% | $4,274-20.8% |
| Admin fee / account holder | $7,387 | $9,543-22.6% | $12,742-42.0% | $7,775-5.0% |