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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 | $27,135 | $52,306-48.1% | $69,779-61.1% | $62,881-56.8% |
| Participation rate | 80.5% | 67.2%+13.3pp | 71.8%+8.7pp | 69.3%+11.2pp |
| Annual return | 13.62% | 13.35%+0.3pp | 12.99%+0.6pp | 20.14%-6.5pp |
| Employer contribution / active EE | $1,785 | $1,799-0.8% | $2,338-23.7% | $2,281-21.7% |
| Participant deferral / active EE | $2,057 | $2,395-14.1% | $2,931-29.8% | $3,203-35.8% |
| Admin fee / account holder | $4,990 | $3,691+35.2% | $4,381+13.9% | $4,296+16.2% |