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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 | $61,788 | $109,620-43.6% | $148,496-58.4% | $94,015-34.3% |
| Participation rate | 90.5% | 71.3%+19.2pp | 76.0%+14.4pp | 70.8%+19.7pp |
| Annual return | 14.19% | 17.54%-3.3pp | 12.33%+1.9pp | 17.84%-3.7pp |
| Employer contribution / active EE | $957 | $2,618-63.4% | $3,497-72.6% | $2,790-65.7% |
| Participant deferral / active EE | $2,652 | $3,831-30.8% | $4,808-44.9% | $4,249-37.6% |
| Admin fee / account holder | $3,857 | $10,050-61.6% | $19,547-80.3% | $8,951-56.9% |