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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 | $52,440 | $95,404-45.0% | $113,397-53.8% | $82,637-36.5% |
| Participation rate | 80.6% | 72.8%+7.8pp | 76.5%+4.1pp | 68.1%+12.6pp |
| Annual return | 16.22% | 19.08%-2.9pp | 23.20%-7.0pp | 53.51%-37.3pp |
| Employer contribution / active EE | $2,320 | $2,307+0.6% | $2,977-22.1% | $2,552-9.1% |
| Participant deferral / active EE | $4,819 | $4,220+14.2% | $5,076-5.1% | $4,126+16.8% |
| Admin fee / account holder | $3,003 | $9,168-67.2% | $11,957-74.9% | $7,339-59.1% |