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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 | $54,813 | $86,938-37.0% | $102,423-46.5% | $80,925-32.3% |
| Participation rate | 87.2% | 72.4%+14.8pp | 76.5%+10.7pp | 67.7%+19.6pp |
| Annual return | 11.23% | 18.89%-7.7pp | 29.42%-18.2pp | 35.65%-24.4pp |
| Employer contribution / active EE | $1,545 | $2,369-34.8% | $3,023-48.9% | $2,756-43.9% |
| Participant deferral / active EE | $4,801 | $4,120+16.5% | $5,054-5.0% | $4,299+11.7% |
| Admin fee / account holder | $7,961 | $8,053-1.1% | $9,455-15.8% | $6,940+14.7% |