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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 | $35,985 | $95,453-62.3% | $112,040-67.9% | $82,448-56.4% |
| Participation rate | 90.9% | 72.8%+18.2pp | 76.5%+14.4pp | 68.1%+22.8pp |
| Annual return | 15.99% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,746 | $2,318-24.7% | $2,954-40.9% | $2,551-31.6% |
| Participant deferral / active EE | $4,881 | $4,224+15.6% | $5,098-4.3% | $4,139+17.9% |
| Admin fee / account holder | $7,943 | $9,013-11.9% | $12,098-34.3% | $7,234+9.8% |