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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 | $42,548 | $136,860-68.9% | $120,344-64.6% | $154,746-72.5% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.7%+12.2pp | 80.7%+8.2pp |
| Annual return | 12.66% | 21.38%-8.7pp | 20.30%-7.6pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,594 | $3,533-26.6% | $3,020-14.1% | $4,379-40.8% |
| Participant deferral / active EE | $6,668 | $5,793+15.1% | $5,135+29.9% | $6,730-0.9% |
| Admin fee / account holder | $3,226 | $15,393-79.0% | $12,742-74.7% | $14,365-77.5% |