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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 | $49,462 | $89,515-44.7% | $103,486-52.2% | $80,935-38.9% |
| Participation rate | 78.8% | 76.0%+2.8pp | 80.5%-1.8pp | 67.7%+11.1pp |
| Annual return | 11.80% | 22.82%-11.0pp | 23.93%-12.1pp | 35.66%-23.9pp |
| Employer contribution / active EE | $2,756 | $4,015-31.4% | $4,679-41.1% | $2,7570% |
| Participant deferral / active EE | $3,501 | $5,463-35.9% | $6,628-47.2% | $4,299-18.6% |
| Admin fee / account holder | $9,808 | $6,527+50.3% | $9,354+4.9% | $6,924+41.6% |