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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 | $38,464 | $181,896-78.9% | $156,551-75.4% | $273,972-86.0% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 18.61% | 30.74%-12.1pp | 32.23%-13.6pp | 41.46%-22.8pp |
| Employer contribution / active EE | $2,518 | $6,248-59.7% | $5,501-54.2% | $4,869-48.3% |
| Participant deferral / active EE | $7,706 | $5,550+38.8% | $4,871+58.2% | $5,287+45.7% |
| Admin fee / account holder | $933 | $15,560-94.0% | $13,028-92.8% | $10,133-90.8% |