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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 | $49,306 | $75,720-34.9% | $90,312-45.4% | $86,983-43.3% |
| Participation rate | 89.8% | 66.3%+23.6pp | 72.9%+16.9pp | 69.5%+20.3pp |
| Annual return | 15.13% | 18.55%-3.4pp | 18.90%-3.8pp | 25.83%-10.7pp |
| Employer contribution / active EE | $1,457 | $1,945-25.1% | $2,243-35.0% | $2,584-43.6% |
| Participant deferral / active EE | $1,400 | $3,001-53.3% | $3,749-62.6% | $4,194-66.6% |
| Admin fee / account holder | $11,983 | $6,201+93.3% | $8,248+45.3% | $7,856+52.5% |