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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 | $48,512 | $45,079+7.6% | $69,461-30.2% | $72,983-33.5% |
| Participation rate | 98.2% | 68.5%+29.7pp | 74.6%+23.6pp | 69.5%+28.7pp |
| Annual return | 16.66% | 22.65%-6.0pp | 28.97%-12.3pp | 81.01%-64.3pp |
| Employer contribution / active EE | $829 | $2,055-59.6% | $2,779-70.2% | $2,440-66.0% |
| Participant deferral / active EE | $1,216 | $2,603-53.3% | $3,536-65.6% | $3,608-66.3% |
| Admin fee / account holder | $3,574 | $3,056+17.0% | $3,840-6.9% | $5,124-30.2% |