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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 | $53,991 | $75,541-28.5% | $152,093-64.5% | $82,637-34.7% |
| Participation rate | 80.4% | 66.5%+13.9pp | 77.8%+2.6pp | 68.1%+12.3pp |
| Annual return | 17.31% | 32.56%-15.2pp | 66.36%-49.0pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,408 | $2,622-8.2% | $4,175-42.3% | $2,552-5.6% |
| Participant deferral / active EE | $4,130 | $3,206+28.9% | $5,451-24.2% | $4,126+0.1% |
| Admin fee / account holder | $3,291 | $6,405-48.6% | $14,497-77.3% | $7,339-55.2% |