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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 | $39,054 | $86,919-55.1% | $102,457-61.9% | $80,911-51.7% |
| Participation rate | 89.4% | 72.4%+17.0pp | 76.5%+12.9pp | 67.6%+21.7pp |
| Annual return | 14.56% | 18.90%-4.3pp | 29.41%-14.8pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,450 | $2,368-38.8% | $3,022-52.0% | $2,756-47.4% |
| Participant deferral / active EE | $3,746 | $4,119-9.1% | $5,054-25.9% | $4,297-12.8% |
| Admin fee / account holder | $9,227 | $8,049+14.6% | $9,451-2.4% | $6,935+33.1% |