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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 | $53,723 | $80,983-33.7% | $96,544-44.4% | $75,177-28.5% |
| Participation rate | 94.3% | 71.8%+22.5pp | 76.0%+18.3pp | 67.2%+27.1pp |
| Annual return | 13.21% | 27.05%-13.8pp | 25.88%-12.7pp | 160.75%-147.5pp |
| Employer contribution / active EE | $1,498 | $2,282-34.4% | $2,966-49.5% | $2,671-43.9% |
| Participant deferral / active EE | $4,743 | $3,929+20.7% | $4,851-2.2% | $4,126+14.9% |
| Admin fee / account holder | $6,104 | $6,717-9.1% | $8,254-26.1% | $5,651+8.0% |