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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 | $40,576 | $124,980-67.5% | $108,359-62.6% | $154,746-73.8% |
| Participation rate | 87.0% | 75.2%+11.8pp | 70.1%+16.8pp | 80.7%+6.3pp |
| Annual return | 10.00% | 45.00%-35.0pp | 36.89%-26.9pp | 172.34%-162.3pp |
| Employer contribution / active EE | $2,018 | $2,851-29.2% | $2,399-15.9% | $4,379-53.9% |
| Participant deferral / active EE | $5,084 | $4,743+7.2% | $4,137+22.9% | $6,730-24.5% |
| Admin fee / account holder | $4,416 | $11,502-61.6% | $9,741-54.7% | $14,365-69.3% |