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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 | $61,447 | $106,524-42.3% | $152,301-59.7% | $87,485-29.8% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.4%+10.9pp | 68.9%+24.4pp |
| Annual return | 18.22% | 26.89%-8.7pp | 80.50%-62.3pp | 26.06%-7.8pp |
| Employer contribution / active EE | $2,761 | $3,371-18.1% | $4,624-40.3% | $2,596+6.4% |
| Participant deferral / active EE | $5,720 | $6,525-12.3% | $8,004-28.5% | $4,274+33.8% |
| Admin fee / account holder | $7,933 | $8,287-4.3% | $14,398-44.9% | $7,775+2.0% |