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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 | $45,502 | $77,472-41.3% | $100,392-54.7% | $80,935-43.8% |
| Participation rate | 84.4% | 76.9%+7.4pp | 81.5%+2.9pp | 67.7%+16.7pp |
| Annual return | 17.96% | 37.26%-19.3pp | 49.45%-31.5pp | 35.66%-17.7pp |
| Employer contribution / active EE | $3,128 | $2,800+11.7% | $3,941-20.6% | $2,757+13.5% |
| Participant deferral / active EE | $8,756 | $6,818+28.4% | $8,090+8.2% | $4,299+103.6% |
| Admin fee / account holder | $727 | $5,885-87.6% | $7,904-90.8% | $6,924-89.5% |