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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 | $43,656 | $87,037-49.8% | $106,201-58.9% | $80,874-46.0% |
| Participation rate | 92.0% | 70.4%+21.6pp | 75.3%+16.7pp | 67.6%+24.4pp |
| Annual return | 10.41% | 17.05%-6.6pp | 116.26%-105.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $2,083 | $2,396-13.1% | $3,170-34.3% | $2,756-24.4% |
| Participant deferral / active EE | $2,472 | $3,986-38.0% | $5,012-50.7% | $4,297-42.5% |
| Admin fee / account holder | $13,629 | $8,434+61.6% | $11,039+23.5% | $6,935+96.5% |