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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 | $80,750 | $95,453-15.4% | $112,040-27.9% | $82,448-2.1% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.5%+16.1pp | 68.1%+24.5pp |
| Annual return | 13.76% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,911 | $2,318+25.6% | $2,954-1.5% | $2,551+14.1% |
| Participant deferral / active EE | $4,791 | $4,224+13.4% | $5,098-6.0% | $4,139+15.7% |
| Admin fee / account holder | $12,122 | $9,013+34.5% | $12,098+0.2% | $7,234+67.6% |