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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 | $43,240 | $135,905-68.2% | $126,068-65.7% | $198,609-78.2% |
| Participation rate | 88.9% | 85.6%+3.2pp | 84.7%+4.2pp | 82.4%+6.5pp |
| Annual return | 9.12% | 14.07%-4.9pp | 15.01%-5.9pp | 202.70%-193.6pp |
| Employer contribution / active EE | $4,887 | $4,245+15.1% | $3,968+23.2% | $5,055-3.3% |
| Participant deferral / active EE | $13,644 | $8,523+60.1% | $8,214+66.1% | $6,977+95.6% |
| Admin fee / account holder | $38,009 | $21,036+80.7% | $18,264+108.1% | $19,030+99.7% |