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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 | $69,942 | $86,949-19.6% | $102,460-31.7% | $80,959-13.6% |
| Participation rate | 88.9% | 72.4%+16.5pp | 76.5%+12.4pp | 67.7%+21.2pp |
| Annual return | 11.76% | 18.89%-7.1pp | 29.47%-17.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,523 | $2,370-35.7% | $3,025-49.7% | $2,757-44.8% |
| Participant deferral / active EE | $6,873 | $4,121+66.8% | $5,056+35.9% | $4,300+59.8% |
| Admin fee / account holder | $10,375 | $8,048+28.9% | $9,460+9.7% | $6,925+49.8% |