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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 | $38,564 | $107,666-64.2% | $102,184-62.3% | $154,746-75.1% |
| Participation rate | 86.7% | 83.7%+2.9pp | 82.6%+4.1pp | 80.7%+6.0pp |
| Annual return | 13.78% | 29.33%-15.6pp | 31.58%-17.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $5,692 | $3,846+48.0% | $3,594+58.4% | $4,379+30.0% |
| Participant deferral / active EE | $6,985 | $8,719-19.9% | $8,309-15.9% | $6,730+3.8% |
| Admin fee / account holder | $26,315 | $12,943+103.3% | $11,609+126.7% | $14,365+83.2% |