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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 | $32,888 | $88,672-62.9% | $105,223-68.7% | $82,448-60.1% |
| Participation rate | 98.0% | 67.9%+30.0pp | 75.0%+22.9pp | 68.1%+29.9pp |
| Annual return | 16.79% | 30.86%-14.1pp | 180.65%-163.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,670 | $3,048-12.4% | $3,689-27.6% | $2,551+4.7% |
| Participant deferral / active EE | $4,597 | $4,036+13.9% | $5,072-9.4% | $4,139+11.1% |
| Admin fee / account holder | $8,273 | $7,146+15.8% | $8,859-6.6% | $7,234+14.4% |