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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 | $47,688 | $78,027-38.9% | $178,528-73.3% | $80,925-41.1% |
| Participation rate | 78.9% | 65.7%+13.3pp | 77.1%+1.8pp | 67.7%+11.3pp |
| Annual return | 13.44% | 18.09%-4.6pp | 27.11%-13.7pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,929 | $2,281-15.4% | $3,950-51.2% | $2,756-30.0% |
| Participant deferral / active EE | $5,737 | $4,408+30.2% | $6,278-8.6% | $4,299+33.5% |
| Admin fee / account holder | $9,743 | $7,168+35.9% | $10,419-6.5% | $6,940+40.4% |