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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 | $41,305 | $86,922-52.5% | $102,438-59.7% | $80,874-48.9% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.6%+21.6pp |
| Annual return | 14.18% | 18.90%-4.7pp | 29.37%-15.2pp | 35.62%-21.4pp |
| Employer contribution / active EE | $1,803 | $2,369-23.9% | $3,024-40.4% | $2,756-34.6% |
| Participant deferral / active EE | $3,239 | $4,119-21.4% | $5,054-35.9% | $4,297-24.6% |
| Admin fee / account holder | $15,798 | $8,050+96.3% | $9,448+67.2% | $6,935+127.8% |