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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 | $36,462 | $86,940-58.1% | $102,434-64.4% | $80,935-54.9% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.7%+24.6pp |
| Annual return | 10.72% | 18.89%-8.2pp | 29.46%-18.7pp | 35.66%-24.9pp |
| Employer contribution / active EE | $2,008 | $2,370-15.3% | $3,023-33.6% | $2,757-27.2% |
| Participant deferral / active EE | $4,443 | $4,121+7.8% | $5,055-12.1% | $4,299+3.3% |
| Admin fee / account holder | $6,960 | $8,047-13.5% | $9,462-26.4% | $6,924+0.5% |