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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 | $39,662 | $115,931-65.8% | $185,441-78.6% | $86,983-54.4% |
| Participation rate | 86.2% | 73.6%+12.6pp | 80.3%+5.9pp | 69.5%+16.7pp |
| Annual return | 11.57% | 21.47%-9.9pp | 20.16%-8.6pp | 25.83%-14.3pp |
| Employer contribution / active EE | $1,898 | $2,937-35.4% | $4,672-59.4% | $2,584-26.6% |
| Participant deferral / active EE | $5,226 | $4,551+14.8% | $6,152-15.0% | $4,194+24.6% |
| Admin fee / account holder | $25,294 | $10,687+136.7% | $17,890+41.4% | $7,856+222.0% |