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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 | $44,135 | $86,949-49.2% | $102,460-56.9% | $80,959-45.5% |
| Participation rate | 82.1% | 72.4%+9.7pp | 76.5%+5.6pp | 67.7%+14.4pp |
| Annual return | 15.04% | 18.89%-3.9pp | 29.47%-14.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,238 | $2,370-47.8% | $3,025-59.1% | $2,757-55.1% |
| Participant deferral / active EE | $4,727 | $4,121+14.7% | $5,056-6.5% | $4,300+9.9% |
| Admin fee / account holder | $3,330 | $8,048-58.6% | $9,460-64.8% | $6,925-51.9% |