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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 | $31,100 | $65,712-52.7% | $57,196-45.6% | $273,972-88.6% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 11.52% | 22.01%-10.5pp | 14.59%-3.1pp | 41.46%-29.9pp |
| Employer contribution / active EE | $4,094 | $3,280+24.8% | $2,683+52.6% | $4,869-15.9% |
| Participant deferral / active EE | $5,812 | $3,782+53.7% | $3,096+87.7% | $5,287+9.9% |
| Admin fee / account holder | $6,721 | $4,838+38.9% | $3,141+114.0% | $10,133-33.7% |