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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 | $41,009 | $76,551-46.4% | $123,894-66.9% | $62,881-34.8% |
| Participation rate | 93.2% | 73.0%+20.2pp | 81.4%+11.7pp | 69.3%+23.8pp |
| Annual return | 10.86% | 18.68%-7.8pp | 47.52%-36.7pp | 20.14%-9.3pp |
| Employer contribution / active EE | $3,135 | $2,882+8.8% | $4,617-32.1% | $2,281+37.4% |
| Participant deferral / active EE | $9,501 | $4,840+96.3% | $5,984+58.8% | $3,203+196.6% |
| Admin fee / account holder | $15,609 | $4,826+223.5% | $8,357+86.8% | $4,296+263.4% |