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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 | $31,572 | $107,666-70.7% | $102,184-69.1% | $154,746-79.6% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.6%+3.1pp | 80.7%+5.0pp |
| Annual return | 12.25% | 29.33%-17.1pp | 31.58%-19.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,524 | $3,846-34.4% | $3,594-29.8% | $4,379-42.4% |
| Participant deferral / active EE | $14,886 | $8,719+70.7% | $8,309+79.2% | $6,730+121.2% |
| Admin fee / account holder | $18,158 | $12,943+40.3% | $11,609+56.4% | $14,365+26.4% |