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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 | $49,864 | $86,938-42.6% | $102,423-51.3% | $80,925-38.4% |
| Participation rate | 80.4% | 72.4%+8.0pp | 76.5%+3.9pp | 67.7%+12.7pp |
| Annual return | 15.70% | 18.89%-3.2pp | 29.42%-13.7pp | 35.65%-20.0pp |
| Employer contribution / active EE | $1,850 | $2,369-21.9% | $3,023-38.8% | $2,756-32.9% |
| Participant deferral / active EE | $4,521 | $4,120+9.7% | $5,054-10.6% | $4,299+5.2% |
| Admin fee / account holder | $1,429 | $8,053-82.3% | $9,455-84.9% | $6,940-79.4% |