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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 | $49,589 | $106,749-53.5% | $145,433-65.9% | $82,448-39.9% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 18.85% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,115 | $3,444-38.6% | $4,554-53.6% | $2,551-17.1% |
| Participant deferral / active EE | $4,346 | $6,519-33.3% | $7,897-45.0% | $4,139+5.0% |
| Admin fee / account holder | $715 | $8,390-91.5% | $13,129-94.6% | $7,234-90.1% |