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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 | $39,073 | $80,992-51.8% | $96,534-59.5% | $75,173-48.0% |
| Participation rate | 93.8% | 71.8%+22.0pp | 76.0%+17.8pp | 67.2%+26.5pp |
| Annual return | 21.40% | 27.05%-5.7pp | 25.88%-4.5pp | 160.72%-139.3pp |
| Employer contribution / active EE | $1,818 | $2,283-20.4% | $2,965-38.7% | $2,671-31.9% |
| Participant deferral / active EE | $5,221 | $3,929+32.9% | $4,851+7.6% | $4,126+26.5% |
| Admin fee / account holder | $1,431 | $6,717-78.7% | $8,253-82.7% | $5,651-74.7% |