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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 | $56,324 | $87,166-35.4% | $76,735-26.6% | $137,256-59.0% |
| Participation rate | 84.6% | 74.4%+10.3pp | 69.5%+15.1pp | 80.0%+4.7pp |
| Annual return | 13.72% | 26.50%-12.8pp | 29.77%-16.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,900 | $2,904-34.6% | $2,454-22.6% | $4,156-54.3% |
| Participant deferral / active EE | $5,311 | $4,726+12.4% | $4,088+29.9% | $6,407-17.1% |
| Admin fee / account holder | $9,909 | $8,403+17.9% | $7,189+37.8% | $12,270-19.2% |