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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 | $45,128 | $215,361-79.0% | $171,082-73.6% | $273,972-83.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 76.7%+9.0pp | 83.0%+2.7pp |
| Annual return | 12.04% | 25.14%-13.1pp | 32.56%-20.5pp | 41.46%-29.4pp |
| Employer contribution / active EE | $1,418 | $4,967-71.5% | $4,002-64.6% | $4,869-70.9% |
| Participant deferral / active EE | $6,921 | $5,543+24.9% | $4,797+44.3% | $5,287+30.9% |
| Admin fee / account holder | $2,587 | $10,846-76.2% | $8,520-69.6% | $10,133-74.5% |