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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 | $35,020 | $110,240-68.2% | $96,544-63.7% | $139,487-74.9% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 22.54% | 26.41%-3.9pp | 25.88%-3.3pp | 373.84%-351.3pp |
| Employer contribution / active EE | $2,140 | $3,622-40.9% | $2,966-27.9% | $4,755-55.0% |
| Participant deferral / active EE | $5,497 | $5,549-0.9% | $4,851+13.3% | $6,713-18.1% |
| Admin fee / account holder | $7,449 | $11,602-35.8% | $8,254-9.8% | $11,407-34.7% |