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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 | $56,012 | $86,949-35.6% | $102,460-45.3% | $80,959-30.8% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.1pp | 67.7%+22.0pp |
| Annual return | 15.50% | 18.89%-3.4pp | 29.47%-14.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $3,086 | $2,370+30.2% | $3,025+2.0% | $2,757+11.9% |
| Participant deferral / active EE | $5,564 | $4,121+35.0% | $5,056+10.0% | $4,300+29.4% |
| Admin fee / account holder | $18,252 | $8,048+126.8% | $9,460+92.9% | $6,925+163.5% |