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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 | $86,940-55.1% | $102,434-61.9% | $80,935-51.7% |
| Participation rate | 89.4% | 72.4%+17.0pp | 76.5%+12.9pp | 67.7%+21.7pp |
| Annual return | 14.56% | 18.89%-4.3pp | 29.46%-14.9pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,450 | $2,370-38.8% | $3,023-52.0% | $2,757-47.4% |
| Participant deferral / active EE | $3,746 | $4,121-9.1% | $5,055-25.9% | $4,299-12.9% |
| Admin fee / account holder | $9,227 | $8,047+14.7% | $9,462-2.5% | $6,924+33.3% |