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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 | $34,741 | $81,331-57.3% | $155,534-77.7% | $80,935-57.1% |
| Participation rate | 92.5% | 66.3%+26.2pp | 78.2%+14.3pp | 67.7%+24.8pp |
| Annual return | 11.92% | 33.37%-21.4pp | 64.92%-53.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $3,586 | $3,105+15.5% | $4,675-23.3% | $2,757+30.1% |
| Participant deferral / active EE | $4,713 | $3,454+36.4% | $5,630-16.3% | $4,299+9.6% |
| Admin fee / account holder | $9,522 | $7,999+19.0% | $15,900-40.1% | $6,924+37.5% |