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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 | $68,813 | $97,550-29.5% | $120,344-42.8% | $87,485-21.3% |
| Participation rate | 88.8% | 72.8%+15.9pp | 76.7%+12.1pp | 68.9%+19.8pp |
| Annual return | 15.83% | 18.41%-2.6pp | 20.30%-4.5pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,462 | $2,291-36.2% | $3,020-51.6% | $2,596-43.7% |
| Participant deferral / active EE | $4,647 | $4,230+9.9% | $5,135-9.5% | $4,274+8.7% |
| Admin fee / account holder | $8,956 | $9,543-6.1% | $12,742-29.7% | $7,775+15.2% |