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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 | $39,265 | $118,496-66.9% | $98,461-60.1% | $139,466-71.8% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 15.36% | 18.96%-3.6pp | 21.17%-5.8pp | 373.66%-358.3pp |
| Employer contribution / active EE | $2,508 | $3,611-30.5% | $3,049-17.7% | $4,754-47.2% |
| Participant deferral / active EE | $5,567 | $5,393+3.2% | $4,738+17.5% | $6,712-17.1% |
| Admin fee / account holder | $9,032 | $14,056-35.7% | $8,961+0.8% | $11,409-20.8% |